^{About Me}
Financial Guidance That Feels Like a Partnership

^About
Let's Skip the Formalities

Charles F. Bailey, III, CPA/PFS, CFP®, has passed the FINRA Series 7, 63, and 65 exams, and Life, Health, and Accident Insurance licenses. Charlie passed the CERTIFIED FINANCIAL PLANNER™ exam in July, 2002. You can contact Charlie at cbailey@cbaileycpa.com.

Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs, but tomorrow's plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.

Our firm members believe that our professional and personal associations allow us to grow and understand the individual and business community to which we serve. Our professionals belong to the American Institute of CPA'S (including the Tax, Technology, and Personal Financial Planning Sections), The Connecticut Society of CPA's, The National Society of Accountants, Association of Insolvency Advisors, The Society of Certified Senior Advisors, and The Alzheimer's Association of Connecticut.

^{What Makes Me Different}
What You Can Expect From Working With Me

I do things a little differently, and I think you'll appreciate why.

My Mission

My mission is simple: help people make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance you can actually use.

My Vision

I want to be the kind of financial professional people genuinely look forward to hearing from — the one they recommend to friends and family without hesitation.

My Core Values

Honesty, accessibility, and respect for your time drive everything I do. I'll always be upfront with you, keep things simple, and make sure our work together fits into your life — not the other way around.

^{Meet Me}
The Person Behind the Plan

I'd love the chance to introduce myself. Here's a little about who I am, how I got here, and why I do this work.

Charles F. Bailey, III, CPA/PFS, CFP®

^{Get Started}
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.

Start Your Journey

About MeFinancial Guidance That Feels Like a Partnership

AboutLet's Skip the Formalities

What Makes Me DifferentWhat You Can Expect From Working With Me