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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This Office

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