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Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author

As an Investment Adviser Representative at Wealth Strategies, my responsibilities include portfolio analysis, in-depth individual security analysis, and assisting clients in making sure that their investments align with their objectives, goals, and ideals. I have worked in the financial services industry for over 7 years, specializing in portfolio and security analysis. I understand the metrics through which we measure performance, risk, and suitability greatly. I understand what matters and how much it matters to each client. I can prioritize properly and keep a client's interests front and center in the process.

Over the course of my career, I have earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. I have also acquired the following certifications from the Institute of Business and Finance: Certified Fund Specialist (CFS), Certified Income Specialist (CIS), Certified Tax Specialist (CTS), Certified Estate and Trust Specialist (CES), and Certified Annuity Specialist (CAS).

What motivates me the most is assisting people in an area of life that I feel is neglected by our standard education system and often overlooked by a vast majority of people. Educating people without having to make a sale and truly acting in a client's best interest to see them flourish, with or without my professional help. I most enjoy communicating complicated topics in simple ways. I get incredible joy when I can translate the unnecessarily complicated jargon of our industry and help those who want to learn understand how we can be valuable as professionals and how individuals can do this all on their own.