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

Heather is one of Willow Creek's senior financial planners. She considers the pairing of comprehensive financial planning with disciplined asset management an important key to clients reaching their lifetime goals. Heather's experience, sensitivity, common sense and passion have helped her clients recognize those goals and implement a stress-free personal wealth strategy.

Additional Information

Heather is a partner at Willow Creek Financial, as well as the Company's Chief Compliance Officer. Prior to joining WCFS she was the controller for West County's Palm Drive Hospital. Heather graduated from Humboldt State University in 1993 with a degree in business administration. She received the Award for Excellence as the outstanding business student in her graduating class. In 2000 she completed the rigorous certified financial planning program and earned her CFP mark.

NAPFA Start Date

April 10, 2009


This Office

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