Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center’s strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.
Previously, Healy served for 13 years at TD Ameritrade Institutional where she most recently was Managing Director for Generation Next, leading advocacy efforts to expand the number of diverse advisors in critical market segments. She facilitated a record increase of 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 in a variety of business models.
Healy recently served as Board Chair for the Foundation for Financial Planning. She 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 trade and organization awards and recognitions including 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 holds a Bachelor of Arts degree in economics from Rutgers College and an Executive Certificate from SIFMA Securities Industry Institute at The Wharton School.