Patrick B. Healey, CFP® MBA
Patrick Healey is a lifelong resident of Hudson County, N.J., and a more than 20-year veteran of the financial services industry with an extensive background in structured finance, investment banking and equity research.
He is a CERTIFIED FINANCIAL PLANNER(TM) holding his Series 7, 63, and 65 securities licenses and a life, accident and health insurance license.
He earned his MBA in finance, management and entrepreneurship from New York University's Graduate School of Business and a BA in economics with minors in German and accounting from the College of the Holy Cross.
He is a member of the Beta Gamma Sigma business school honor society and a former NCAA Division I soccer player at Holy Cross.
Phone: 201.721.6458 E-mail: phealey@caliberfinancialpartners.com Website: www.caliberfinancialpartners.com Facebook: www.facebook.com/caliberfinancialpartners LinkedIn: www.linkedin.com/in/patrick-healey-mba-cfp%C2%AE-8042807
Latest articles by Patrick B. Healey, CFP® MBA
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Pro Athletes Must Carefully Vet Financial Advice or Risk Losing It All
retirement Sky-high salaries and endorsement deals mean nothing if players don’t properly manage their riches, as several sad stories can attest.
By Patrick B. Healey, CFP® MBA Published
retirement -
Take Ownership of Your Retirement Before It's Too Late
retirement Though Social Security cuts appear to be looming, it's not too late for Americans, namely millennials, to create a retirement plan they will undoubtedly need to make up for any pending reductions.
By Patrick B. Healey, CFP® MBA Published
retirement -
The Case for a Lump Sum Pension Distribution
Making Your Money Last The stability of monthly payments may sound reassuring, but what are you giving up if you go that route?
By Patrick B. Healey, CFP® MBA Published
Making Your Money Last -
The Psychology of the Stock Market and Investment Decisions
Investor Psychology Investors are people, not robots, and people can be swayed by emotions like fear or excitement. And in the investing world, that can be a big problem.
By Patrick B. Healey, CFP® MBA Published
Investor Psychology -
How to Invest in Real Estate Without the Headaches
real estate Those investing in real estate have to be prepared for the baggage that comes with it. If you'd rather not bother, there are two investment opportunities that offer the benefits without the baggage: REITs and limited partnerships.
By Patrick B. Healey, CFP® MBA Published
real estate