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
- 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 GivingAdditional 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:
NAPFA Start Date
April 10, 2009