Kate Healy to step down as head of Center for Financial Planning, start new firm
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Kate Healy is stepping down from her position as managing director of the CFP Board's Center for Financial Planning to launch her own consulting practice later this year.
Healy was appointed to the position last summer to lead the center's efforts to elevate the financial planning profession thro
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