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Advisor Detail

Heather Townsend

Heather Townsend

Designation: CFP®,CPA,CSLP®
Languages: English
Townsend Financial is a fee-only financial planning firm that works virtually with young professionals and entrepreneurs across the country. 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. Click here to schedule: https://www.townsend-financial.com/schedule/ It's never too early or too late to start.

Contact Information

N 92nd St.
Business Phone:
City: Scottsdale
State: AZ
Zipcode: 85255
Business Name:
Townsend Financial

Business Information

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.

Focus Areas:
Cash Flow, Tax Planning, Student Loans, Retirement planning, Investing
FINRA business 291000 / CFP 278680
CSLP Issue Date:
CSLP Expiry Date:

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