Barbara Healy
Financial Advisor
CFP®, CRPC®
Barbara Healy is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor (CRPC®) with over 25 years of experience in the financial planning sector. She holds a Business degree from the University of San Diego, and her adjunct education includes advanced courses in Economics and International Business at Oxford, England. Barbara also serves on the Allworth Women’s Collective Steering Committee, helping to shape the firm’s efforts in strengthening relationships with women investors and supporting the advancement of female advsiors across Allworth. An outdoor enthusiast, Barbara lives with her husband in Rocklin, California.
Latest Insights
Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families
Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.
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The Best Financial Decision You Ever Made Likely Had Nothing to Do with Money
The choices that shaped your wealth the most weren't always the ones that looked financial at the time.
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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
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