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Kate Healy

Practice Management > Building Your Business > Leadership

Kate Healy to Leave Center for Financial Planning Post

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Kate Healy is stepping down as managing director of the Certified Financial Planner Board of Standards’ Center for Financial Planning to launch her own consulting practice this summer, according to the CFP Board.

She will, however, “stay on through June 30 to assist with a smooth transition” and “continue to work with the CFP Board and the Center volunteers in a new capacity to help build a more diverse, sustainable financial planner workforce for the future,” Kevin R. Keller, CFP Board CEO, said Wednesday in a letter to the organization’s staff that was shared with ThinkAdvisor.

CFP Board announced in August 2022 that it named Kate Healy as managing director for the group’s Center for Financial Planning and that she would start in her new role in Washington, D.C., on Sept. 1, 2022, reporting to Keller.

Healy — who has served as a judge for ThinkAdvisor’s LUMINARIES industry recognition program — joined the CFP Board after 13 years at TD Ameritrade Institutional, where she most recently had served as head of Generation Next, which entailed work on increasing the number of diverse advisors in critical market segments.

Prior to her work at TD Ameritrade, she spent 20 years in financial services marketing and program development roles.

“I’m actively identifying candidates to lead the Center on an interim basis while we conduct a thoughtful search for a full-time replacement,” Keller said in his letter to staff.

“While I’m sad she’s leaving us, I support her evolving priorities around flexibility and diversity of work opportunities,” Keller said, pointing out that, during her tenure at CFP Board, “she worked with the staff to successfully host the Center’s 5th annual Diversity Summit and support development efforts and our Talent Pipeline and Future Workforce initiatives.”

Even before joining the organization, however, Healy was a “valuable contributor of her time and talent to the Center since its inception in 2015 and we are confident that she will continue to be a steadfast supporter of the Center and its mission,” Keller said.

“Her decade-long volunteer experiences with CFP Board started as an inaugural member of the Women’s Initiative in 2013 and then with the launch of the Center, serving on its advisory groups,” Keller noted.

“With Kate’s leaving CFP Board, her passion for all things workforce-related is not going away,” he said, asking staff to join him in “wishing Kate much success in this next chapter of her professional career.”

(Pictured: Kate Healy)


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