Wende Headley (CDFA, CFP®, MBA)

Wende Headley focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I partner with my clients to create a clear financial plan and investment strategy based on their life goals. Specifically, I focus on:

  • Professional women
  • Corporate executives, physicians, and business owners
  • People in their 40s/50s/60s who want to know when they can stop or reduce work 
  • Busy professionals who want to spend less time on their finances
  • Women who are, or want to be, the financial decision-makers in their family

Additional Information

I believe everyone deserves the peace of mind that comes from understanding how to become financially independent and how to preserve wealth. Through detailed analysis, comprehensive planning, and client-focused service, we take care of our clients' financial needs so they can relax and enjoy their lives.

I am a graduate of the University of Michigan and Harvard Business School. I'm a Certified Financial Planner (TM) and a Certified Divorce Financial Analyst.

NAPFA Start Date

August 11, 2015

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This Office

225 S Lake Ave Ste 300 Pasadena, CA 91101-3009 Phone: (424) 229-6729