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 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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Leaving the Workforce Early? 3 Things to Get Right Before You Go
For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …
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The Estate Planning Opportunity Hiding in Plain Sight
Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …
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