Roger Healy, MBA, CFP®, EA, TEP
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. Roger has served international clients around the world for more than 30 years in the areas of tax planning, investment management, and cross-border philanthropic and estate planning.
Prior to joining Creative Planning, Roger worked in major global and offshore financial centers for global multinational financial institutions. His clients have included ultra-high-net-worth and high-net-worth clients from industry, politics and royal families, and his specialty is helping U.S. taxpayers living overseas to 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 and is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, as well as an enrolled agent, the highest credential awarded by the Internal Revenue Service. Roger is also a Trust and Estate Practitioner (TEP) with global professional body STEP, which comprises lawyers, accountants, financial advisors and other practitioners that help families plan for their futures.
Roger and his wife enjoy spending time with family, which involves a lot of international travel. Additionally, Roger is active with both professional and nonprofit organizations.
Articles by Roger Healy, MBA, CFP®, EA, TEP
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