Wendy Hubbard (CFP®, EA)

Wendy Hubbard focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management

Planning Specialties

The clients I work with most frequently include high-earning professionals and pre-retirees locally in Phoenix, Arizona and across the country using virtual meeting technology.  Together, we will develop a plan to put you on the right track to reach your financial goals. You can stop worrying and get back to enjoying life.

Helping my clients position their finances to reach their fullest potential is my mission.  Whether that means setting up the right retirement accounts, creating a plan to retire soon, adjusting your investment mix to match your risk comfort level, helping you create a spending plan to reduce debt and more.

You deserve better than a commissioned sales approach to financial planning.   As a fiduciary, I provide independent, objective advice and act in good faith and the best interests of my clients.  I never accept any referral fees or compensation contingent upon the purchase or sale of a financial product and I always abide by the National Association of Personal Financial Advisors' strict code of ethics.

Additional Information

Hi. I’m Wendy Hubbard, and I started Heirloom Financial Services because I believe everyone should have access to a financial planner, no matter how much money they have in the bank.  I help clients eliminate financial worries and replace them with confident plans to reach their goals.  It is my privilege to provide comprehensive financial planning and investment management through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from commission-based sales.  

I’ve been fortunate to draw on over ten years of multidisciplinary experience helping clients with their financial needs.  During this time, I worked hard to earn my Master’s Degree in Finance, become a Certified Financial Planner™ and an Enrolled Agent, which is the highest designation awarded by the IRS.  The fact that I did all this while working full time demonstrates my belief in setting and achieving goals.  With my expertise, I can help you with retirement planning, getting out of debt, making large financial decisions, optimizing your employee benefits, preserving and growing an inheritance or windfall, and more. 

When I’m not helping my clients, I love to spend time with my family.  My favorite activities include reading, hiking, biking and traveling. 

If you’d like to talk to me about your financial goals and needs, you can easily schedule a complimentary consultation with me here

NAPFA Start Date

April 20, 2016

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This Office

3240 E Union Hills Dr Suite 129 Phoenix, AZ 85050 Phone: (602) 888-3694