Todd Healy Email & Phone Number
Founder | MSW®, CLU®, ChFC®, AEP®, CAP® @ C3 FINANCIAL PARTNERS
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Todd Healy Location
- Dallas, TX, US
Todd Healy Work
- 2010 -now Founder | MSW®, CLU®, ChFC®, AEP®, CAP® @
- 2010 -now Wealth Transfer and Estate Planning @
- 2010 -now Advanced Life Insurance Design @
- 2010 -now Charitable Planning @
- 2010 -now Global Citizens Planning @
- 2019 -now Business Continuity @
- 2019 -now Disclosure @
- 2010 -2019 Principal @ Texas Financial Partners
- 2010 -2019 Compliance @ Texas Financial Partners (TFP)
- 1997 -2010 Principal @ IPS Advisors, Inc.
Todd Healy Education
- University of California, Berkeley
Masters (Social Work)
1972-1974 - University of California, Berkeley
Bachelor of Science (BS) (English)
1970-1972 - The American College of Financial Services
Chartered Life Underwriter
1983
Todd Healy Skills
- Estate Planning
- Estate Preservation
- Philanthropy
- Family Office
- Retirement Planning
- High Net Worth Individuals
- Financial Advisory
- Strategic Financial Planning
- Life Insurance
- Retirement
- Tax Liquidity
- Family Foundation
- Estate Planning Coordination
- Disability Insurance
- Long-term Care
- Leadership Development
- Financial Planners
- 401k
- Succession Planning
- Charities
- Wealth
- Insurance
- Employee Benefits
- Financial Planning
- Whole Life
- Long Term Care
Todd Healy Summary
- Todd Healy, based in Dallas, TX, US, is currently a Founder | MSW®, CLU®, ChFC®, AEP®, CAP® at C3 FINANCIAL PARTNERS. Todd Healy brings experience from previous roles at C3 FINANCIAL PARTNERS. Todd Healy holds a 1972 - 1974 Masters in Social Work @ University of California, Berkeley. With a robust skill set that includes Estate Planning, Estate Preservation, Philanthropy, Family Office, Retirement Planning and more. Todd Healy has 2 emails and 2 mobile phone numbers on RocketReach.
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