Gerald A. Townsend,  CFP<sup>&reg;</sup> - Financial Advisor

Gerald A. Townsend, CFP®

CPA/PFS, CFA®

President

Townsend Asset Management

5120 Bur Oak Cir
Raleigh, NC 27612
FINANCIAL ADVISOR'S WEBSITE
(919) 616-5555 CONNECT WITH Gerald
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General

Gerald Townsend is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Townsend Asset Management in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Personal Financial Specialist (PFS)
  • Other - CMT, CPA/ABV

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Cross-border Planning, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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