{tag_name_nolink}

Todd S. Healy

Founder, Texas Financial Partners
Founder, HealyPartners

vCard Download

“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.”

Experience

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

Education

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

Accreditation

  • 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)

Recognition

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

Media

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

Avocation

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

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*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.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2015