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Kate Healy
Kate Healy

Former TDAI Exec Kate Healy to Lead CFP Board Center for Financial Planning

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Kate Healy, former managing director of Generation Next at TD Ameritrade Institutional, will join the CFP Board’s Center for Financial Planning as managing director on Sept. 1.

Healy was laid off from her position at TD Ameritrade in October 2020 after Schwab purchased the custodian. She had been at TDAI for more than 12 years, starting in marketing for the firm. Most recently, she served as board chair for the Foundation for Financial Planning.

She has volunteered with the CFP Board for nearly 10 years, first as an inaugural member of the Women’s Initiative in 2013 and then the launch of the Center for Financial Planning.

“This opportunity seemed like a natural career progression to build upon my passion for workforce and diversity issues,” Healy said in a statement. 

She was named named as one of's Ten to Watch in 2018 and is a contributor to the website.

In the new role, she’ll lead the organization’s programs in diversity and inclusion, workforce development and knowledge creation, as well as fundraising efforts. She will report to CFP Board CEO Kevin R. Keller.

In January, the CFP Board announced record numbers of new women, Black and Hispanic CFP professionals. Women now represent about 23% of all CFP professionals, up 4.2% from 2020. Black and Hispanic CFPs now represent 1.8% and 2.7% of all CFP professionals.

“Kate is a respected leader in the financial planning profession and has been a valuable contributor of her time and talent to the center since its inception in 2015,” Keller said in a statement. “Her decades of experience in financial services and nonprofit organizations will facilitate the excellent work of the Center in creating a more diverse and sustainable financial planning profession.” 

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