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Team

Denise Healy, CFP®

Senior Financial Planner
Denise Healy in a helmet, standing on a red quad bike in the sand
About Denise

Denise brings more than two decades of experience from Baker & Associates and Perigon Wealth Management, and pairs her CFP® certification with a Personal Financial Planning certificate from UC Irvine.

She supports the Boot Campaign, City of Hope, CHOC and Caterina’s Club.

CFP®

CA Ins. Lic. 0C87212

Next Steps

More time for the life behind the plan.

We take on the operational heavy lifting and see every detail through to completion.