WASHINGTON, August 3, 2022 /PRNewswire/ — The Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has appointed Kate Healya financial services executive with substantial experience in workforce programs, as CEO of CFP Board Center for Financial Planning (“Center”).
Kate Healy
Healy is one of the financial services industry’s most recognized advocates for diversity, equity and inclusion, and is an authority on workforce sustainability. In this role, he will lead the Center’s strategic direction to elevate the financial planning profession through diversity and inclusion programs, workforce development and knowledge creation. He will also lead fundraising efforts to ensure the continued viability and success of these programs.
Based on CFP Board’s washington dc at headquarters, will report to the CEO of CFP Kevin R. Keller, CAE. He joins the organization on the day September 1.
“Kate is a respected leader in the financial planning profession and has been a valuable contributor of her time and talent to the Center since its inception in 2015,” the CFP Board said. CEO Kevin R. KellerCAE. “His decades of experience in financial services and nonprofit organizations will facilitate the Center’s excellent work to create a more diverse and sustainable financial planning profession.”
Healy joins the CFP Board after 13 years at TD Ameritrade Institutional, where she most recently served as Managing Director of Generation Next, leading advocacy efforts to expand the number of diverse advisors in critical market segments. Facilitated a record increase in women, black and Hispanic CFP® professionals through partnerships with academia and industry, while strengthening educational efforts for students and advisory firms. Prior to TD Ameritrade, Healy spent 20 years in financial services marketing and program development roles across a variety of business models.
“I have enjoyed my volunteer experiences for nearly a decade with the CFP Board, first as an inaugural member of the Women’s Initiative in 2013 and then with the launch of the Center by serving on several of its advisory groups. This opportunity it seemed like a natural career progression. to leverage my passion for workforce and diversity issues,” Healy said. “I am excited to join the CFP Board and work closely with the Center’s many volunteers, dedicated staff, firm partners and other stakeholders to build the financial planner workforce of the 21st century” .
Healy most recently served as chairman of the board of the Financial Planning Foundation. The Foundation is the country’s leading charity dedicated to expanding access to pro bono financial planning for people in crisis or need. He currently serves on the executive committee of the Invest in Others Charitable Foundation, which recognizes advisors and businesses who make a difference by donating time and money to charitable causes in communities across the country and around the world.
He has contributed to leading financial publications including Barron’s, InvestmentNews, Financial Planning, WealthManagement, ThinkAdvisor and the Financial Planning Association’s NexGen Planner. She has received numerous business and organizational awards and recognitions, including the 2019 “Savvy Ladies” Change Maker Award, 2018 WealthManagment.com Ten to Watch, 2016 Investment Advisor IA 25 New Influencers and 2015 InvestmentNews Women to Watch.
Healy has a degree in economics from the Rutgers College, New Brunswick, NJand an Executive Certificate from SIFMA Securities Industry Institute at The Wharton School, Philadelphia, PA.
ABOUT CFP BOARD
Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification, one of the most respected certifications in financial services, so that the public has access to and benefits from a financial competent and ethical. CFP Board, along with its Center for Financial Planning, is committed to increasing public awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by the public, advisors and businesses as the standard for financial planning, the CFP® certification is held by nearly 93,000 people in the united states.
SOURCE Certified Financial Planner Board of Standards, Inc.
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