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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)
  • Retirees and distribution planning
  • 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

Additional Information

I started in this industry in 2008. I'm so grateful to have experience supporting clients through the great recession. It taught me the value of a disciplined investment approach, using empirical data and math to manage portfolios and remove the emotions that cause us to make poor investment decisions. My framework for advice is goals focused. We figure out how you want to use your money during your lifetime, then work backwards to arrive at the best financial decisions to support your goals. This is our guiding light. I'm passionate about financial education and empowering clients to understand the "why" behind the "what to do".

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.

I provide a white-glove service to support every financial decision and bring peace of mind. 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

1750 Prairie City Rd Suite 130 #970 Folsom, CA 95630 Phone: (916) 234-0224
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