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
- 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