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Our Team at Bay Financial Associates

Our responsibility is to help you seek to manage, grow and protect your family's wealth. Succesful advisors must be specialists across all financial planning disciplines, although we recognize that no single person could be an expert in all these areas.

Our advisors have diverse backgrounds as accountants, financial planners, business owners, investment managers and insurance specialists. Together they hold over 100 professional designations including

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Chartered Financial Consultant
  • Master of Science in Taxation
  • Master of Science in Financial Planning
  • Chartered Life Underwriter
  • Personal Financial Specialist.

 

Go to Advisory Directory Bay Financial Advisor Directory

 

 

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