Hey Wine and Dime listeners, welcome to episode 53. In this episode I chat with Heather Townsend. Heather is a CFP and owner of Townsend Financial. Heather and I share a passion of financial education. As you hear in this episode, we feel that there is a real need for people to more educated in financial planning sector. I hope you enjoy the conversation as much as I enjoyed talking to her. So pop open a bottle of your favorite Malbec and enjoy the episode!
Hi, I’m Heather Townsend
CFP® & CPA
A love of numbers has been with me since I was a teenager. In high school, my dad actually found an envelope of cash hidden in my room and uncovered that I wasn't spending my allowance (sorry, dad). I was saving it! Along with the money, he found a note where I had calculated exactly how much I needed to save for my dream car, a BMW (admittedly, I still have a thing for cars!)
As I began my career helping companies become wealthier, I noticed that a lot of my friends were coming to me for financial advice. I would get so consumed with helping them accomplish their financial goals and I saw the difference it made in their lives that that's when I knew my new life’s mission. And from there, I launched Townsend Financial to help women like you.
HEATHER HAS TAKEN A FIDUCIARY OATH TO ALWAYS ACT IN THE CLIENT'S BEST INTEREST.
Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and NYC offices of a global accounting firm, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is both a Certified Financial Planner™ and CPA (Certified Public Accountant). Townsend Financial is a member of NAPFA and XY Planning Network.
THE WINEMAKER’S WINERY
We used to be a simple farm, growing raspberries & grapes. Then, we took it a step further; we acquired Jensen Juice and began to offer fresh grape juice to home winemakers. Before we knew it, our passion grew into the Fulkerson Winery you know & love today. We believe progression is natural, and we are proud to have become the winemaker’s winery.
Lemberger is officially classified under the name “Blauer Limberger,” this red grape variety also goes by the synonyms “Lemberger” and “Blaufränkisch.” The late-ripening Lemberger probably originated in vineyards on the lower stretches of the Danube River. The grape was documented in Austria in the second half of the 18th century and is cultivated there to this day (as Blaufränkisch) in Burgenland and near Vienna.
This wine has a brilliant color, is full bodied fruit and aroma, and has been aged in oak for 6 months.