Heather Comella (CFP®)

Heather Comella focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Planning Specialties

  • Wealth accumulators (no minimum for asset management)
  • Tax Planning
  • Equity Compensation including: Stock options (ISOs & NQOs), RSUs, RSAs, and ESPP
  • Financial planning for aging parents
  • Investing for kids
  • Tech Employees
  • Charitable Giving
  • Millennials and Gen Z
  • Busy executives

Additional Information

My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life.

My personal journey includes:

- Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly.

- Working with high-earning professionals, which taught me advanced tax-planning strategies.

- Teaching financial education webinars, where I honed the ability to simplify complex concepts.

Every day, I’m grateful to serve people.

NAPFA Start Date

April 11, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3153 Sunny Gate Ln Folsom, CA 95630-7056 Phone: (916) 234-0224