BH

Barbara Healy, CFS®, CFP®, AIF®, CRC

Member in Good Standing
Consultant
Scottsdale, AZ
CFS®
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About Barbara

Barbara A. Healy, AIF®, CFP®, CFS, CRC®, Barbara Healy is a Self Employed Consultant working with private sector retirement plans, public sector and non-profit educational institutions retirement plans. She is affiliated with NFP Retirement, an independent Registered Investment Advisory Firm. Barbara has earned an MBA degree in finance from DePaul University. She earned the CFP® designation from the College of Financial Planning, the Certified Funds Specialist designation, the Chartered Mutual Fund Specialist designation, the InFRE Certified Retirement Counselor Administrator designation, and AIF (Accredited Investment Fiduciary). Barbara is a member of the CFP Board of Standards, the Institute of Business and Finance, National Association of Government Defined Contribution Administrators (NAGDCA), and the Gerson Lehrman Consulting Group. Barbara is 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 as well as recorded many educational recordings for MetLife Resources, Nationwide Retirement Solutions, and Great West Life. Barbara lives in Scottsdale, AZ with her husband and animal family consisting of one dog and a horse. She has 3 grown children and three grandchildren.

Education

MBA
Bachelor of Arts

Licenses

Series 66

Other Credentials

CFP® AIF® CRC

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Barbara

Scottsdale, AZ
Email

At a Glance

IBF Designations 1
Member Since 1994
Other Credentials 3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.