Wende Headley
CFP®, MBA, CDFA®
Quantum Financial Advisors, LLC
Chief Executive Officer, Partner, Advisor
Wende Headley
CFP®, MBA, CDFA®
Quantum Financial Advisors, LLC
Chief Executive Officer, Partner, Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Wende Headley, CFP®, MBA, CDFA®
Fee-Only financial planner located in Manhattan Beach, CA, serving clients locally and across the country
Meet Wende Headley
Wende Headley is Chief Executive Officer, Partner, and Advisor at Quantum Financial Advisors located in Manhattan Beach, CA.
I am passionate about helping clients simplify their finances and get their entire financial house in order. I strongly believe that everyone deserves a financial plan and the ability to know how their personal wealth translates into creating the life of their dreams. I came into this profession after helping many friends and family members face the challenges and opportunities that come with money. Bringing them peace of mind was very rewarding, and it’s incredibly fulfilling to instill that same confidence and clarity in my clients today.
Experience & Qualifications
Prior to co-founding Quantum, I was a Partner at Abacus Wealth Partners. In addition to my primary role as my clients’ Financial Advisor, I also led the Mergers & Acquisitions and Women & Money initiatives. Before Abacus, I was head of product development for a financial services start-up that grew into a multi-billion dollar public company. Previously, I was a management consultant for The Boston Consulting Group, where I advised senior executives of Fortune 500 companies. I began my career as a Corporate Auditor for The General Electric Company.
Education
I earned an MBA from Harvard Business School and a BA in Economics and French from the University of Michigan. I hold a Certificate in Financial Planning from UCLA, and am a Certified Financial Planner™, and Certified Divorce Financial Analyst.
Wende Headley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Wende Headley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Wende Headley
Office Locations:
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1240 Rosecrans Ave
#120
Manhattan Beach, CA 90266
