Barbara
Healy
Nfp Retirement Inc
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About this Advisor
Barbara Healy is a certified financial planner operating in Scottsdale, Arizona with 7 years of industry experience. Healy works at Nfp Retirement Inc. Their career trajectory has included roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Sst Benefits Consulting & Insurance Services, Inc and Nfp Retirement. Healy maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Arizona and California. Nfp Retirement Inc is a business based out of Aliso Viejo, CA. The company has offices in 26 locations and a total of 251 employees. It handles $75 billion in assets among its 5,162 accounts, making it one of the largest firms in the country by assets under management. Of its 5,162 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Nfp Retirement Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services are provided. Fee types billed by Nfp Retirement Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Barbara Healy Work History
Barbara has been registered as a financial advisor for 7 years.*
Nfp Retirement
Sst Benefits Consulting & Insurance Services, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barbara Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nfp Retirement Inc
Aliso Viejo, CA
Collegeville, PA
Euless, TX
Charlotte, NC
Aliso Viejo, CA
Aliso Viejo, CA
Ellicott City, MD
Kennebunk, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
