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Heather Townsend (CFP®, CPA)

Heather Townsend focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

"A love of numbers has been with me since I was a teenager. In high school, my dad actually found an envelope of cash hidden in my room and uncovered that I wasn't spending my allowance (sorry, dad). I was saving it! Along with the money, he found a note where I had calculated exactly how much I needed to save for my dream car, a BMW (admittedly, I still have a thing for cars!)

As I began my career and started to help companies grow their wealth, I noticed all my friends coming to me for financial advice. I become so consumed with helping them accomplish their financial goals that my calling quickly became clear: to see those I care about accomplish their dreams by implementing financial strategies that work. And from there, I launched Townsend Financial. 

I’ve recently moved back to sunny Scottsdale, Arizona and I’m so excited to have returned! I'm on a mission to empower women to gain a future life of financial freedom. Ready to kick your finances into gear? Great, let’s get started!"

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 major 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 both a Certified Financial Planner™ practitioner and CPA (Certified Public Accountant). Townsend Financial is a member of NAPFA and XY Planning Network.

NAPFA Start Date

February 07, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Scottsdale, AZ 85255-6202 Phone: (425) 505-5064
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