Financial Services Professional

Kevin Bailey has lived in Santa Barbara, CA since 1983. He graduated from University of California, Santa Barbara (UCSB) and started his career with New York Life in 1989 helping individuals and small businesses make smart decisions about their life insurance, long term care insurance, disability*** insurance, estate planning, and retirement planning. He primarily works with families and businesses in Santa Barbara and Ventura counties as well as the So. Cal. area.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Retirement planning encompasses not only the saving for retirement but also proper distribution strategies once you have made the choice to retire.

Your goal may be to protect your family during your working years, fund your children’s college education or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. Kevin can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to contact me for any additional information or to schedule a meeting. Thank you for your interest. 




Kevin Bailey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, (CA Ins. Lic 0757532),  CO, MT, NV, and OR. No insurance business may be conducted outside these states referenced.

Kevin Bailey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 1806 Cliff Dr; Suite G Santa Barbara, CA 93109 (805) 965-8600. In this regard, this communication is strictly intended for individuals residing in the states of CA, MT, and NV. No offers may be made or accepted from any resident outside the specific state(s) referenced.


  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.