Allworth Financial
Barbara Healy is a seasoned financial professional with extensive experience in the industry. Since February 2005, Barbara has served as a Partner and Senior Financial Planner at Allworth Financial, holding certifications as a Certified Financial Planner (CFP(TM)) and Chartered Retirement Planning Counselor (CRPC). Prior to this role, Barbara worked as an Assistant Vice President at Merrill Lynch from August 1994 to January 2005 and began their career as a Payroll Consultant at Paychex from 1987 to 1994. Barbara earned a Bachelor's degree in Business Administration from the University of San Diego (1981-1985) and studied International Business at the University of Oxford (1983-1984).
Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087