Robert A. Healy, CFS

Partner, WealthPlan Financial Group
Financial Advisor, Cambridge Investment Research, Inc.

Robert has spent over 47 years providing financial planning, retirement planning and wealth preservation strategies to many individuals and businesses.

Originally from New York, Bob attended Belmont Abbey College in Belmont, North Carolina where he was a Dean’s List Student and Captain of the Baseball team. Shortly after graduation, he made Charlotte his home. Bob has served on the Board of Trustees of Belmont Abbey Collage also as past President of the Alumni Association. He is past president of the Athletic Association at Charlotte Catholic High School.

Bob is a Lifetime member of the Million Dollar Roundtable and a Certified Fund Specialist Designee. He offers seminars and workshops to civic, churches and businesses that openly declare the need for professional advice, want of a long term relationship and are seeking advice on investments, insurance and estate planning.

Bob and his wife of 51 years, Bernice, have three children and four grandchildren. They are active members of St. John Neumann Catholic Church where he serves on the Finance Council. In his free time, he enjoys time with his children and grandchildren, playing golf, traveling and quiet hours at his home in the North Carolina mountains.

Million Dollar Round Table’s Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professionals. These MDRT members are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. This recognition is not representative of any investment performance or returns.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

Email

OSJ@wealthplanfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated.

The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

Robert A. Healy, CFS