Phillip Bayley of Bayley Financial is more than just a CPA. He is a full service Financial Advisor -- who knows his stuff AND knows how to treat his clients right.
Bayley Financial Mission Statement: To provide clients with exceptional advice while guiding them through the "Three Wealth Cycles" and into retirement at their desired age.
Why Phil:
- Believes preserving capital is the foundation to growing wealth.
- Simplifies investing and retirement planning.
- Knows how to use the tax code to help reduce taxes.
- Core Values: Competent, Conservative, Consistent and Caring.
Services:
- Individual Wealth Advisory (Retirement, Investments, Tax, Insurance, Estate)
- Corporate Asset Management (Cash Equivalents, Fixed Income, Equities)
- 401k and Non-ERISA Executive Benefit Plans
- Life, Disability, Long Term care Insurance Guidance.
Education:
- Certified Public Accountant (CPA)
- Seattle Pacific University - Accounting
- Tax experience at Moss Adams
- New York Life and ING Financial Partners Training Programs
- Attends industry trainings, conferences and focus groups.
- Holds series 6,63,65 and 7 securities licenses with LPL Financial
Community Activites:
- Treasurer for King's High School Booster Club.
- Board Member of South Snohomish WSCPA Chapter
- Enjoys competing in Decathlons, Skiing, Boating and Coaching.
We suggest Phillip Bayley for anyone looking for a Financial Advisor who will keep YOUR interest in mind.
Phillip Bayley - Bayley Financial
17822 14th Ave. West
Lynnwood, WA 98037
206.353.5886
phil@bayleyfinacial.com
Phillip Bayley is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.
LPL Financial is not affiliated with an entities listed on this site.
