Todd S. Healy

Founder, Texas Financial Partners
Founder, HealyPartners

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“Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have been important to them. Our counseling and facilitating efforts for individuals, their families and their businesses are driven by three core values—clarity, confidence, and coordination.”


  • Estate Planning
  • Insurance Planning
  • Business Continuity Planning
  • Charitable Planning
  • Creator of The Values Perpetuator Process®


  • Bachelor of Arts, University of California at Berkeley
  • Master of Social Work, University of California at Berkeley


  • Chartered Life Underwriter
  • Chartered Advisor in Philanthropy
  • Chartered Financial Consultant
  • Accredited Estate Planner
  • Group I Life and Health License
  • Mutual Funds and Variable Annuities Representative (Series 6) and Uniform Securities Agent State Law License (Series 63)

Professional Leadership

  • Dallas Estate Planning Council (former president)
  • Partnership for Philanthropic Planning
  • National Society of Financial Service Professionals, Dallas Chapter (former National Board Member)
  • Estate Planning Council of North Texas
  • American Red Cross—San Antonio, Planned Giving Council (former board member)
  • Southern Methodist University, Planned Giving Council
  • ING, Pacific Life, and John Hancock Advisory Councils (former member)
  • Advisors in Philanthropy
  • National Association of Insurance and Financial Advisors
  • Association for Advanced Life Underwriting (AALU)
  • AALU Charitable Planning Committee (former Chairman)


  • Beverly Brooks Leadership Award - Society of Financial Service Professionals
  • Golden Key Society Role Model Award - The American College


  • Commerce Clearing House (CCH) - Practical Estate Planning
  • Journal of Financial Service Professionals
  • Family Business


  • Todd is an accomplished equestrian and does his best work after a weekend with Libby on his East Texas ranch caring for his horses.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

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