Paul Baily is the Founder and President of Palmetto Private Wealth Advisors, where he brings a deep commitment to personalized, faith-based financial planning. With certifications as an Accredited Asset Management Specialist (AAMS®) and Certified Kingdom Advisor (CKA®), Paul is uniquely qualified to offer expert guidance that aligns with both your financial goals and personal values.
Accredited Asset Management Specialist (AAMS®)
The Accredited Asset Management Specialist (AAMS®) designation is a professional certification awarded by the College for Financial Planning. It is designed for financial professionals who specialize in asset management and investment strategies. The AAMS® program covers a wide range of topics, including asset allocation, investment strategies, risk management, and retirement planning. Individuals who earn the AAMS® designation have completed rigorous coursework and passed an exam that tests their knowledge and skills in these areas. They are also required to adhere to ethical standards and engage in ongoing education to maintain the designation.
Certified Kingdom Advisor (CKA®)
The Certified Kingdom Advisor (CKA®) designation is a professional certification for financial advisors who integrate faith-based principles into their financial planning practices. It is awarded by Kingdom Advisors, a Christian organization that provides training and support to financial professionals. The CKA® program emphasizes a biblical worldview in financial decision-making, focusing on topics such as stewardship, generosity, and ethical practices. Advisors with the CKA® designation are committed to serving their clients with integrity and aligning their financial advice with Christian values. This certification involves completing specific coursework, passing an examination, and adhering to a code of ethics based on biblical principles.
His approach is centered on building long-term relationships with clients, focusing on clarity, direction, and trust. Paul leads the team with a dedication to helping clients navigate their financial journeys with confidence, using the firm’s proprietary True North FORMula to provide tailored strategies for each individual’s unique needs. Whether you’re planning for retirement, managing investments, or securing your legacy, Paul’s expertise ensures you have the support needed to achieve your financial aspirations.
