Kate Healy to step down as head of Center for Financial Planning, start new firm

Kate Healy

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 through its programs in diversity and inclusion, workforce development and knowledge creation. Healy’s association with the Certified Financial Planners Board of Standards Inc. started in 2013, when she volunteered to be an inaugural member of the group’s Women’s Initiative.

“In my next endeavor, I intend on continuing my focus on assisting firms in our profession in their evolution in order to meet the needs and demands of future clients and the talent pool. By combining my backgrounds in client-first marketing, workforce, and changing demographics, I will provide strategic consulting to collaborate and engage with the wealth management industry. I will continue to be a passionate public speaker, moderator, blogger and advocate for the industry I love,” Healy told InvestmentNews.

Prior to joining the Center for Financial Planning in an official capacity, Healy served as chair of the Foundation for Financial Planning. Before that, she spent 13 years at TD Ameritrade Institutional, where she led the firm’s Generation Next program, an advocacy effort aimed at increasing the number of women, Black and Hispanic financial planning professionals.

During her time at the center, Healy helped stage the group’s fifth annual Diversity Summit and nurture its talent pipeline and future workforce initiatives.

In a note to members of the CFP’s Women’s Initiative Council, Kevin Keller, the organization’s CEO, called Healy a “valuable contributor of her time and talent to the Center since its inception in 2015.”

Keller added that Healy will continue to work with the CFP Board and the center in a new capacity “to help build a more diverse, sustainable financial planner workforce for the future.”

Healy is staying on through June 30 to assist with the transition as Keller searches for a full-time replacement.