Eric Bailey

480-237-5791
602-888-0559 (Texting Only)
eric.bailey@momentumfp.net

Finances are a very intimate and vulnerable part of an individuals’ life, and it is an honor for me to be able to assist people in developing and working through their financial goals and objectives.  Every experience is different, and I love helping people solve the puzzle that is their financial world,” says Eric Bailey, Financial Planning Strategist.

Eric helps clients navigate the complexities of their financial lives by bringing clarity to decisions around planning, investments, and long-term goals. He understands that finances are personal and often complex, and he values the process of helping clients connect the pieces so their decisions align with what matters most to them. He holds his Series 7 and 66 licenses and is a Certified Financial Fiduciary® (CFF®). Eric believes strongly in working within a fiduciary framework, where advice is always aligned with the client’s best interest. A proud Sun Devil, Eric earned his bachelor’s degree in Political Science from Arizona State University.