Charles Healy
Cincinnati, OH

My name is Chuck Healy.  Welcome to my Web site.

Since 2001 I have been a financial professional with AXA Advisors, LLC.   I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I regularly attend industry training and certifications programs.  Most recently, I received a certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.

  I’ve also completed the curriculum and passed the exams for the:
· CERTIFIED FINANCIAL PLANNER^TM  (CFP^®)
· NASD Securities Registrations: Series 7, Series 24, Series 51and Series 66

In addition to Ohio, I am licensed to practice in Florida, Illinois, Indiana, Kentucky and New York.

My education and experience have helped me develop a practical approach to offering financial products and planning services to my clients.  Rather than just recommending a combination of unrelated products, I’ll first consider your specific financial goals and investment objectives.   Working together, we’ll formulate a strategy to help you address your goals.  Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC,
I can recommend the appropriate products and services to help you execute your strategy.

My academic achievements include:
· A Bachelor of Science Degree in Chemical Engineering from the Polytechnic Institute of New York
· An MBA from Xavier University

Maintaining a strong sense of community is important to me.  My community activities include:
· Board Member and Treasurer of St. Stephens Episcopal Church
· Board Member of Northwest Cincinnati Kiwanis
· Board Member of the Springfield Township Republican Club
· Board Member of Central Montessori Academy

My wife Nancy and I live in Finneytown. 

CFP^®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)^® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.