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.

1.800.545.4442

info@towneley.com

Linedin

Background

Ms. Haynes attended the University of La Verne and the University of California, Irvine and earned a certificate from MTI Business College.


Outside of Towneley

She is a member of the Financial Planning Association and remains active in its Orange County Chapter.