Heidi Haynes

Heidi Haynes is a Portfolio Manager at Towneley Capital Management, Inc., based in Laguna Hills, California. She has held this role since 1990, consistently managing client portfolios and providing strategic investment guidance. Her responsibilities include overseeing asset allocation, risk management, and portfolio construction for individual and institutional clients, ensuring alignment with their financial goals and risk tolerance.

Haynes specializes in managing diversified portfolios across a range of asset classes, including equities, fixed income, and alternative investments. Her expertise is particularly focused on wealth management and financial planning, leveraging her CERTIFIED FINANCIAL PLANNER™ designation to deliver tailored investment solutions. She is known for her disciplined approach to portfolio management and her commitment to client success.

Prior to her current position, Haynes has been with Towneley Capital Management since 1990, progressing from earlier roles within the firm. She holds a degree in Liberal Arts and Sciences, General Studies and Humanities from the University of La Verne. Her long-standing tenure and professional credentials underscore her reputation as a trusted advisor in the investment industry, with a track record of helping clients achieve their financial objectives through prudent and personalized investment strategies.