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Wende Headley (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:

  • Corporate executives, physicians, lawyers, business owners
  • Successful individuals and families who want to preserve their wealth
  • Busy professionals who want to spend less time on their finances

Additional Information

Wende partners with successful business owners and executives, as well as individuals and families who are preparing for a significant life change. She collaborates with her clients to create clear, personalized financial plans and investment strategies. Wende has 25 years of finance experience, which she leverages to give her clients confidence in their ability to achieve their personal and professional goals.

She holds a BA in Economics and French from the University of Michigan, as well as an MBA from Harvard Business School. She is also a Certified Financial Planner (TM) and a Certified Divorce Financial Analyst.

NAPFA Start Date

August 11, 2015

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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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