Subscribe to Kiplinger
Subscribe to Kiplinger

Save up to 67%

Subscribe
Subscribe to Kiplinger
Patrick B. Healey, CFP® MBA

Patrick B. Healey, CFP® MBA

Founder & President, Caliber Financial Partners

Patrick Healey is a lifelong resident of Hudson County, N.J., 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 PLANNER(TM) 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.

Phone: 201.721.6458
E-mail: phealey@caliberfinancialpartners.com
Website: www.caliberfinancialpartners.com
Facebook: www.facebook.com/caliberfinancialpartners
LinkedIn: www.linkedin.com/in/patrick-healey-mba-cfp%C2%AE-8042807

How a Multi-Asset Portfolio Investing Strategy Can Mitigate Risk
investing

How a Multi-Asset Portfolio Investing Strategy Can Mitigate Risk

Having a basket of stocks and bonds isn't good enough. To help protect your nest egg, you need a bigger basket.
February 27, 2020
Pro Athletes Must Carefully Vet Financial Advice or Risk Losing It All
retirement

Pro Athletes Must Carefully Vet Financial Advice or Risk Losing It All

Sky-high salaries and endorsement deals mean nothing if players don’t properly manage their riches, as several sad stories can attest.
November 22, 2019
Take Ownership of Your Retirement Before It's Too Late
retirement

Take Ownership of Your Retirement Before It's Too Late

Though Social Security cuts appear to be looming, it's not too late for Americans, namely millennials, to create a retirement plan they will undoubted…
July 16, 2019
The Case for a Lump Sum Pension Distribution
retirement

The Case for a Lump Sum Pension Distribution

The stability of monthly payments may sound reassuring, but what are you giving up if you go that route?
April 19, 2019
The Psychology of the Stock Market and Investment Decisions
investing

The Psychology of the Stock Market and Investment Decisions

Investors are people, not robots, and people can be swayed by emotions like fear or excitement. And in the investing world, that can be a big problem.
January 28, 2019
How to Invest in Real Estate Without the Headaches
real estate

How to Invest in Real Estate Without the Headaches

Those investing in real estate have to be prepared for the baggage that comes with it. If you'd rather not bother, there are two investment opportunit…
November 6, 2018