Director of Wealth Management
Brandon Healy, CFP®, CPWA, CIMA
Brandon Healy is the Director of Wealth Management responsible for overseeing Pacific Point Advisors’ wealth management segment, ensuring the firm’s planning and advisory services are delivered with precision and consistency. He works directly with sophisticated clients to develop comprehensive strategies that integrate investment management, tax planning, and estate structuring, serving as a central advisor to help align all aspects of their financial lives.
Before joining Pacific Point, Mr. Healy was a Vice President, Wealth Planner at Fidelity Investments, where he worked with high-net-worth families on complex financial planning and wealth management strategies.
With over a decade of experience advising affluent families, Brandon specializes in optimizing financial outcomes through tax-efficient structures and multigenerational planning. He collaborates with Pacific Point’s internal tax and asset management teams to deliver hands-on execution and measurable results.
Brandon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Investment Management Analyst® (CIMA®) designations. He earned his degree in Business Management from Oral Roberts University, where he was an NCAA Division I baseball player.
Before joining Pacific Point, Mr. Healy was a Vice President, Wealth Planner at Fidelity Investments, where he worked with high-net-worth families on complex financial planning and wealth management strategies.
With over a decade of experience advising affluent families, Brandon specializes in optimizing financial outcomes through tax-efficient structures and multigenerational planning. He collaborates with Pacific Point’s internal tax and asset management teams to deliver hands-on execution and measurable results.
Brandon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Investment Management Analyst® (CIMA®) designations. He earned his degree in Business Management from Oral Roberts University, where he was an NCAA Division I baseball player.