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. An outdoor enthusiast, Barbara lives with her husband in Rocklin, California.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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