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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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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