Before joining Pacific Point Mr. Healy was a Vice President Wealth Planner at Fidelity Investments working with high-net-worth families. While there he ensured that his client’s wealth management strategy aligned with what is important to them and their family. He worked for Fidelity Investments for over half a decade and was consistently a top performer earning the President Circle award given to the top associates across the country. His goal is to provide financial peace of mind for his clients focusing on areas of estate planning, tax planning, retirement planning, and investment strategies.
Mr. Healy holds the designations of CERTIFIED FINANCIAL PLANNER, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Securities 66 license and Series 7. Mr. Healy is a former NCAA Division I Collegiate athlete playing baseball at Oral Roberts University and majoring in Business Management.