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Heather Townsend

Townsend Financial is a fee-only financial planning firm that works virtually with young professionals and entrepreneurs across the country.


N 92nd St. ,  Scottsdale, AZ   (425) 505-5064  
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Heather Townsend

Townsend Financial provides financial planning through an ongoing comprehensive financial planning subscription or hourly project-based work.

It's never too early or too late to start. Townsend Financial provides financial planning through an ongoing comprehensive financial planning subscription or hourly project-based work.

Ready to kick your finances into gear? Great! Schedule a free 30-minute initial consultation with Heather to chat about your situation and ask any questions you have about our services.

Schedule to meet with us here

Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and NYC offices of a global accounting firm, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is a CFP® (Certified Financial Planner™), CPA (Certified Public Accountant) and CSLP® (Certified Student Loan Professional). Townsend Financial is a member of NAPFA and XY Planning Network.

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About

Designations: CFP, CPA, CSLP

FINRA/CRD: 291000 / CFP 278680

Languages: English


Focus Areas

  • Student loans
  • Investment management
  • Estate planning
  • Business related (partnerships
  • Retirement planning
  • Personal Taxes