Joe Healey, CFP®
Financial Planner
Joe serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Joe worked in banking prior to joining Creative Planning.
Joe earned his Bachelor of Science degree from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Joe and his wife, Kelly, enjoy participating in outdoor activities, watching football, and doing anything involving music or art with their three children: Mavis, Florence and Daphne.
Articles by Joe Healey, CFP®
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