Bud Heintz
Financial Life Planner and Portfolio Manager
- Role
- Financial Life Planner Portfolio Manager at Heintz Wealth Management
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Life Planner Portfolio Manager
Oct 2014 — Present · Scottsdale, AZ, US
Education
University of Arizona, Eller College of Management
Bachelor of Science - BS, Finance, General
University of Arizona - Eller College of Management
Bachelor of Science (B.S.), Finance
1992 — 1996
Skills
- Finance
- Financial Advisory
- Asset Allocation
- Securities
- Mutual Funds
- Financial Planning
- Asset Management
- Retirement
- Investment Strategies
- Investment Management
- Wealth Management Services
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Strategic Financial Planning
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