Patrick B. Bailey, CFP®, ChFC®, TPCP®
Login to view DISC.Patrick is a Private Wealth Advisor at Northwestern Mutual in Houston, holding CFP® and ChFC® certifications. A graduate of Texas A&M University, he focuses on comprehensive financial planning to help professionals optimize their retirement and lifestyle strategies, ensuring they feel confident and organized.
His passion for financial planning was born from personal tragedy after losing his father to cancer. This experience drives his commitment to helping families navigate difficult times with financial clarity and security. He is an Eagle Scout and supports causes fighting childhood cancer.
His career is dedicated to preventing the disorganization and stress his family faced, making his professional mission deeply personal.
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