Barbara Healy M.B.A., AIF, CFP, CFS, CRC

Barbara Healy has been a senior consultant at NFP Retirement (SST Consulting) since 2008, primarily working with public sector and nonprofit educational institutions. Prior to joining SST Benefits, Barbara was the vice president at Great West Life & Annuity, in charge nationally of the education pension market where she launched successfully an innovative, low-cost open architecture; internet-based IRC §403(b); and IRC §457(b) plan offering. She was vice president of business development for all public sector plans at Nationwide Retirement Solutions and responsible for MetLife’s education pension market nationally. Healy has 30 years of experience exclusively assisting local government, school districts, credit unions and other nonprofits with their pension and retirement plans. She is a member of the Financial Planning Association, the Institute of Business and Finance, Who’s Who in Financial Planning, National Association of Government Defined Contribution Administrators (NAGDCA), Madison’s Who’s Who and the Gerson Lehrman Consulting Group. She volunteered her time for NAGDCA and InFRE. Healy is a popular lecturer and has authored the book Personal Financial Planning Handbook for Education and other Nonprofit Employees and has published many financial articles and monographs. She is also a past board member of Arizona School To Work Program. She earned an M.B.A. degree in finance from DePaul University as well as the CFP® designation from the College of Financial Planning; the Certified Funds Specialist designation (CFS); the Certified Retirement Administrator designation, (CRC); and the Accredited Investment Fiduciary (AIF) designation. Healy currently holds the FINRA Series 66 license and is a registered investment advisor with the SEC.