Heather Belli (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Financial Planning | Investments | Retirement Planning | Tax Planning | Sustainable Investing | Charitable Giving

Additional Information

As a senior financial planner at Willow Creek, I help individuals and families pursue their life’s goals by combining far-reaching financial planning, structured asset management, empathetic advice, and plainspoken common sense into personalized wealth strategies.

Before joining Willow Creek, I was a controller for West County’s Palm Drive Hospital. I am currently a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

EDUCATION:

  • BA in business administration, Humboldt State University
  • CERTIFIED FINANCIAL PLANNER™ professional
  • CERTIFIED DIVORCE FINANCIAL ANALYST™
  • CHARTERED ADVISOR IN PHILANTHROPY

NAPFA Start Date

April 10, 2009

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This Office

825 Gravenstein Hwy N Ste 5 Sebastopol, CA 95472-2844 Phone: (707) 829-1146 Fax: (707) 829-0111