Hunter W. "Bill" Bailey
Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS,CAS
CA Insurance license # 0589198
As a Senior Adviser at Wealth Strategies, I specialize in retirement planning, estate planning, and asset management. I have been working in the financial services industry since 1980, and my responsibilities include meeting with new and existing clients, providing financial planning reviews, suggestions, and follow-ups.
Before joining the financial industry, I worked at the Sacramento Sheriff's Department as a paid on-call reserve deputy sheriff and volunteer for 37 years. Over the course of my financial career, I have obtained several designations and achievements, including Certified Funds Specialist, Certified Annuity Specialist, Certified in Estates and Trusts, Certified Tax Specialist, and Certified Income Specialist. I earned my associate degree from American River Junior College in 1975, my bachelor's degree in criminal justice from California State University Sacramento in 1978, and my master's degree in financial services from the Institute of Business & Finance in 2013. I am also the author of several books, including "The Aspiring Millionaire" in 1988, "Wealth Strategies: Investing for Your Retirement" in 2008, and "Active Retirement Investing: Investing for Your Retirement" in 2020.
When it comes to my job, I most enjoy sharing my life "trials and tribulations" as well as knowledge and education to help my clients navigate the challenges in their lives that don't necessarily relate to investing. I believe that the greatest value I can provide for my clients are honesty, integrity, and a strong commitment to put my client's interest first.