Barbara Healy
Financial Advisor
Designations: CFP®, CRPC®
916-787-4565
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. An outdoor enthusiast, Barbara lives with her husband in Rocklin, California.
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. An outdoor enthusiast, Barbara lives with her husband in Rocklin, California.
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- Barbara Healy, Allworth Financial Advisor
More About Barbara:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
22,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$17 billion AUM4
Top 100 RIA Firm
Barron's1
