Bud Heintz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heintz Wealth Management in Scottsdale, AZ and the surrounding communities.
With nearly 20 years of experience, Bud Heintz, CFP® is the Founder and President of Heintz Wealth Management, a financial planning and investment management firm based in Scottsdale, Arizona.
Prior to launching Heintz Wealth in 2014, Bud co-founded and oversaw a boutique wealth management firm in Phoenix that focused on providing financial planning and investment advisory services to high-net-worth individuals and families. He also held numerous positions with Fidelity Investments, first trading individual bonds and options, and then providing personalized investment guidance and solutions. He also worked for Charles Schwab Financial Planning, exclusively providing high-net-worth clients with comprehensive financial plans.
Bud is a Certified Financial Planner™, a designation that marks the cross-application of knowledge in the areas of investments, insurance, taxes, retirement and estate planning. He maintains the Series 65 designation.
Bud graduated from the University of Arizona with a Bachelor of Science in Finance. He currently serves on the Board of Directors for the Greater Phoenix Chapter of the Financial Planning Association.
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Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
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The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
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Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
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Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
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The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
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As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
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