Barbara Healy
Retirement Investment Consultant
- Role
- Consultant at Wealthspire Retirement Advisory
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Barbara Healy
Barbara Healy has been a Senior Consultant at Wealthspire Retirement Advisory (NFP…
Experience
Consultant
Wealthspire Retirement Advisory
Mar 2009 — Present · Scottsdale, AZ, US
Retirement Plan design and Investment consulting for governmental 403(b)/457(b) plansClients include;Los Angeles Unified School DistrictAnchorage School DistrictNorth Carolina Department of TreasuryFlorida Independent Benefits CommissionCity of Tempe, AZCity of West HollywoodSuperior Court, County of Riverside, CA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Northern Illinois University
BA
Skills
- Fixed Annuities
- Securities
- Employee Benefits
- Financial Advisory
- Life Insurance
- Finance
- Defined Benefit
- Relationship Management
- Qualified Retirement Plans
- Financial Planners
- Pension Funds
- Defined Contribution
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Iras
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Retirement Plan Consulting
- Annuities
- Data Analysis
- Pensions
- Investment Advisory
- 401k
- Financial Services
- Erisa
- Investments
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