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Wende Headley, CFP®, MBA, CDFA®

Chief Executive Officer, Partner, Advisor

I am passionate about helping our clients get their entire financial house in order. After 20+ years working in finance, I've found that the most rewarding moments come from helping clients see how a clear financial plan combined with a cohesive investment strategy can give them the freedom and security to visualize the future of their dreams. In addition to advising my clients, I am committed to creating a firm where our team members find purpose and fulfillment.

Experience & Qualifications

Prior to co-founding Quantum, I was a financial advisor and partner at a $4B+ RIA based in Los Angeles, where I also led the Mergers & Acquisitions and Women & Money initiatives. Before switching into wealth management, 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.

Our Quantum Advantage

At Quantum, we change our clients’ lives by helping them make smarter decisions about money. Because everyone needs a personal finance expert in their corner, Quantum advisors serve as your Personal CFO, so you can focus on the people, experiences and things that bring you joy and fulfillment. We tailor an investment approach to your values and goals and connect you with a team of trusted experts, creating a strong bench of advisors to advocate for you, so you can sleep well at night knowing your finances are in good hands.

Outside of Work

I enjoy spending time with my friends and family, including our wonderful yellow lab. In my free time, I prefer being active – skiing, biking, running, doing triathlons or taking in adventures. I also love to learn, so am often diving into new books or trying out new card games.