About Us
Healey & Associates, CPAs and Consultants is a full-service financial services firm comprised of a highly-credentialed team of CPAs, financial consultants, and personal financial specialists.
The firm was founded and is led by William (Bill) J. Healey, III, CPA, JD, PFS, who is widely regarded as one of the region’s top tax minds, putting his expertise to work for the benefit of successful businesses, individuals and families for over 40 years. Along with his expert team of CPAs, Bill advocates a comprehensive approach to financial planning with an extra emphasis on minimizing clients’ tax burden while maximizing their financial success, security and confidence.
Clients value our discretion, responsiveness, and strategic clarity across every stage of their financial journey. Expect personalized, high-touch service from senior-level advisors looking out for your best interests and outcomes every day.
Headquartered in Rancho Mirage, California, we proudly serve successful businesses and high-net-worth individuals and families across the Coachella Valley/Greater Palm Springs region and the Inland Empire.
Who We Serve
Businesses:
S-Corporations, family-owned companies and emerging entrepreneurs seeking a reduced tax burden and sophisticated accounting and financial advisory support.
Individuals:
High-net-worth individuals and families seeking the highest level of expert advice to lessen their tax burden and improve their financial and estate planning outcomes.
Our Process
Assess: Understand your goals, structures, and current position.
Strategize: Create a clear, time‑bound action map together.
Execute & Monitor: Work with you to implement, measure, and adjust as needed.
Local Commitment
Proudly serving the Coachella Valley and Greater Palm Springs cities of Palm Springs, Palm Desert, Indian Wells, Rancho Mirage, La Quinta, Indio, Cathedral City, Coachella, and beyond in the Inland Empire.
Our Values
Our core values are integrity, transparency, and excellence; they guide everything we do. We believe in building lasting relationships based on trust, delivering exceptional service with honesty and clarity, and striving for continuous improvement to achieve the highest standards of financial success for our clients.
Meet The Team
William J. Healey III, CPA, PFS, J.D.
Founder
Jennifer Brand
Investment Manager
David Waltz
Investment Manager
Paul Stanford
Manager