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Patrick Healey

CFP®, MBA
Personal Finance, Retirement, Investing
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“Patrick Healey is the Founder and President of Caliber Financial Partners and has over 20 years of experience in the financial services industry.”
Firm:

Caliber Financial Partners

Job Title:

Founder and President

Biography:

Patrick is a lifelong resident of Hudson County, NJ 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 PLANNERTM 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.

Patrick Healey is an avid traveler, endurance athlete, and wine enthusiast, and he applies this same passion for life as he does in working with clients.

Education:

MBA, New York University
BA, College of the Holy Cross

Assets Under Management:

$75 million

CRD Number:

2816003

Insurance License:

#Life and Health

Disclaimer:

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA 30005, (678) 356-1100. Caliber Financial Partners is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

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