Heidi Haynes

Heidi Haynes, CFP®

Portfolio Manager

As a CERTIFIED FINANCIAL PLANNER™ certificant, Ms. Haynes has expertly managed client portfolios for Towneley since 1990, helping clients thrive, make a difference and realize a lasting impact. For the firm’s institutional clients, she provides invaluable institutional memory, lending solid consistency in an environment where board members serve specified terms. Ms. Haynes attended the University of La Verne and the University of California, Irvine and earned a certificate from MTI Business College. She is a member of the Financial Planning Association and remains active in its Orange County Chapter.

  • TRUST.
  • TEAMWORK.
  • TOWNELEY.