About Us

Chuck Healy CFP®, ChFC, CLU

Financial Advisor
At Retirement Group Retirement Planning Specialist
Phone: 513-762-7794
Fax: (513) 762-7724

Chuck Healy is a Financial Professional with the Mid America Branch of Equitable Advisors.

Chuck joined AXA Advisors, LLC., in 2001, as a Financial Professional. His education and experience have helped him develop a practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, Chuck first considers your specific financial goals and investment objectives.   Working together with you, he’ll formulate a strategy to help you address your goals. Then, if suitable, he can recommend the appropriate products and services to help you execute your strategy.

Chuck holds his FINRA Series 7, 24, and 66 registrations as well as his life and health license. He has also completed the curriculum and passed the exams for the CERTIFIED FINANCIAL PLANNER™ professional designation and holds the designation of Chartered Financial Consultant (ChFC). Most recently, he received a certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. Chuck holds a Bachelor of Science in Chemical Engineering from the Polytechnic Institute of New York and obtained his MBA from Xavier University.

Maintaining a strong sense of community is important to Chuck. He is a Board Member and Treasurer of St. Stephens Episcopal Church, a Board Member of Northwest Cincinnati Kiwanis, Board Member of the Springfield Township Republican Club, and Board Member of Central Montessori Academy.

Chuck currently resides in Finneytown with his wife, Nancy.

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F79253

Arkansas Insurance License #: 12345

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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