Healy Financial
We are in the financial and risk management business. We strive to give you sound and integrated advice so you can make optimal decisions whether you choose a fiduciary or transactional relationship. We can help you with financial planning, risk management, retirement strategies, investments, business strategies, and wealth counseling. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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Verified contacts
10
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- MC
Mary Couch
Practice Manager · Operations
EmailPhone - PC
Patrick Couch
Financial Advisor · Finance & Accounting
EmailPhone - CC
Cynthia Casas
Practice Manager · Operations
EmailPhone - DS
Daniel Sexton
Financial Advisor · Finance & Accounting
EmailPhone - RP
Rich Preuss
Financial Advisor · Finance & Accounting
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Healy Financial
3 distinct titles indexed · top 3 shown.
- 4financial advisor
- 2practice manager
- 1division leader
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