Our Qualifications

STEVEN J BAILEY CFP^®, CLU, ChFC, CASL
Certified Financial Planner™ professional

Steve has over 10 years experience helping clients meet their financial objectives and specializes in financial and estate planning.  Steve has received some of the industries top designations including Certified Financial Planner (CFP^®  ), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL).  He graduated from Youngstown State University with a degree in finance and accounting and a minor in economics.

Steve lives in Salem with his wife and three children and is a member of Rotary International, past board member of the Salem Area Chamber of Commerce. President of the Salem Youth Soccer League, and is on the Salem City School Board.