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
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
Read more
The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
Read more
Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
Read more
