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Roger Healy

International Wealth Manager

Roger serves as an International Wealth Manager working closely with his clients to build, implement and maintain customized financial plans encompassing all aspects of their cross-border financial lives including, tax planning, investment management, and cross-border philanthropic and estate planning. Roger has served international clients around the world for over 30 years.

Prior to joining Creative Planning, he worked in major global and offshore financial centers for global multinational financial institutions. Roger’s clients have included ultra-high net worth and high net worth clients from industry, politics, and royal families. Roger’s specialty is helping US taxpayers living overseas manage their complex global affairs.

Roger earned a Master of Business Administration degree from the Leonard N. Stern School of Business at New York University. Roger is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.

Roger and his wife enjoy spending time with family, which invariably involves lots of international travel. Roger is active with professional and non-profit organizations.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021