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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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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