Charles Healy is a Financial Professional with the Mid America Branch of Equitable Advisors.

Chuck has been in the financial services industry since 2001.  His education and experience have helped him develop a practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, Chuck first considers your specific financial goals and investment objectives.   Working together with you, he’ll formulate a strategy to help you address your goals. Then, if suitable, he can recommend the appropriate products and services to help you execute your strategy.

Chuck holds his FINRA Series 7, 24, and 66 registrations as well as his life and health license. He has also completed the curriculum and passed the exams for the CERTIFIED FINANCIAL PLANNER™ professional designation and holds the designation of Chartered Financial Consultant (ChFC). Most recently, he received a certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. Chuck holds a Bachelor of Science in Chemical Engineering from the Polytechnic Institute of New York and obtained his MBA from Xavier University.

Maintaining a strong sense of community is important to Chuck. He is a Board Member and Treasurer of St. Stephens Episcopal Church, a Board Member of Northwest Cincinnati Kiwanis, Board Member of the Springfield Township Republican Club, and Board Member of Central Montessori Academy.

Chuck currently resides in Finneytown with his wife, Nancy.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.