Full Name
Kate Healy
Job Title
CEO & Founder
Company
AdvoKate IQ
Speaker Bio
Kate Healy is CEO & Founder of AdvoKate IQ, a wealth management strategic consulting firm, bringing expertise in marketing, practice management and leadership for wealth management firms.
An advocate for next generation financial planners; Healy was named Wealthmanagement.com “Ten to Watch”, Investment Advisor's 25 Most Influential, and InvestmentNews' inaugural "Women to Watch".
Healy serves FinServ Foundation Advisory Board; past chair, Foundation for Financial Planning; and was managing director, TDA.
She's a frequent podcast guest, and contributor to Barron’s, WealthManagement, InvestmentNews; repeat speaker at FPA, NAPFA, InvestmentNews, FA Magazine, and LINC.
An advocate for next generation financial planners; Healy was named Wealthmanagement.com “Ten to Watch”, Investment Advisor's 25 Most Influential, and InvestmentNews' inaugural "Women to Watch".
Healy serves FinServ Foundation Advisory Board; past chair, Foundation for Financial Planning; and was managing director, TDA.
She's a frequent podcast guest, and contributor to Barron’s, WealthManagement, InvestmentNews; repeat speaker at FPA, NAPFA, InvestmentNews, FA Magazine, and LINC.
Speaking At
