Wendy Hubbard

CFP®, EA

Heirloom Financial Services

Financial Advisor

Wendy Hubbard

CFP®, EA

Heirloom Financial Services

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Wendy Hubbard, CFP®, EA

Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country

Wendy Hubbard is a Phoenix, AZ fee-only financial planner. Heirloom Financial Services provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Wendy Hubbard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Wendy draws on a decade of multidisciplinary experience helping clients with their financial needs.  She helps clients develop, implement, monitor and update financial planning strategies in pursuit of their financial goals. 

Wendy earned her Masters degree in Finance and is a Certified Financial Planner™ and Enrolled Agent.  In addition to serving her financial planning clients, Wendy also provides tax services through her company Tax Shark.  

When Wendy is not helping clients reach their financial goals, she enjoys reading, baking, gardening and traveling with her husband, Scott.

Wendy Hubbard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

WE DO THINGS DIFFERENTLY

You deserve better than a commissioned sales approach to financial planning.   As a Fee-Only Certified Financial Planner™, I provide independent, objective advice and act in good faith and the best interests of my clients.  I never accept any referral fees or compensation contingent upon the purchase or sale of a financial product and I always abide by the National Association of Personal Financial Advisors' strict code of ethics.

SERVICES

You have worked hard to get where you are.  And now you're ready to get your financial life in order.  If you have been turned off by financial professionals talking over your head, judging your financial decisions (or lack of), not truly listening to what you are saying and continually trying to sell you financial products, we welcome you to the financial planning firm you hoped you would find.  We're here to join you on your journey to your unique financial goals.  Our office is located in Phoenix, Arizona and we are available to meet by appointment in Phoenix or online. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Wendy Hubbard is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Wendy Hubbard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • EA - Enrolled Agent with the IRS
    Wendy Hubbard is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • XY Planning Network
    Wendy Hubbard is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Wendy Hubbard

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Office Locations:

  • 3240 E Union Hills Dr
    Suite 129
    Phoenix, AZ 85050

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