about us
Townsend Financial provides wealth management and tax strategy for business owners and high net worth individuals. We believe in a trustworthy, comprehensive approach that maximizes your wealth.
Our mission is “helping good people get wealthier,” creating a domino effect of good spanning the globe. We believe that money is powerful. It can do a lot of good when put into the right hands.
Meet the team
Heather Townsend, CFP®, CPA, CEPA, & RLP®
Heather Townsend is the founder of Townsend Financial and the co-host behind the Playbook of the Wealthy podcast.
Her passion for investing started young. At 19, when she got her first internship paycheck, she told her parents they weren’t getting any of it - she was opening a Roth IRA. How could they say no? She went on to work at top CPA firms where she saw major tax-planning opportunities routinely missed due to poor coordination between client’s financial advisors and CPAs. She wanted better for the client.
She stayed invested through the global financial crisis, and before long she was helping friends and family do the same. What began as “fun” financial planning and a clear gap in client communication quickly became a calling.
Before founding Townsend Financial she worked in the San Francisco and New York offices at Ernst & Young, advising high net-worth individuals and Fortune 500 companies in taxes. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits.
When not delivering financial strategies to her clients you will find Heather spending time with her husband, twin girls that keep them very busy, and a furry Bernese mountain dog Peanut in sunny Scottsdale, AZ. She works with most of her clients virtually, so her client roster spans all across the country. She loves yoga, travel, and is ridiculously passionate about cars. Especially fast ones.
She wants to empower you to live your fulfilled “best life” now and in the future.
Lisa Hughes, Client Service Specialist
Lisa Hughes has over a decade of experience in the financial field.
She majored in economics while living in Hawaii and joined Morgan Stanley, a top Fortune 500 firm where she gained invaluable experience in the investment world.
She later moved back to California to be with her family and work for a firm as a senior client service specialist where she delivered first class service for the firm's clientele.
She ultimately chose to work for Townsend Financial because it is a boutique firm that is aligned with her values. She believes in Heather’s purpose of helping good people get wealthier so that this good can expand across the globe.
She lives by the beach in beautiful Santa Cruz, CA with her family where she enjoys the outdoors and is active with her local community.
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