About Us

Charles Healy CFP®, ChFC, CLU

Financial Advisor
At Retirement Group Retirement Planning Specialist
Phone: 513-762-7794
Fax: (513) 762-7724

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.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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