Heather Belli
CFP®, CAP®, CDFA®
Willow Creek Wealth Management, Inc.
Chief Compliance Officer, Managing Partner, Senior Wealth Advisor
Heather Belli
CFP®, CAP®, CDFA®
Willow Creek Wealth Management, Inc.
Chief Compliance Officer, Managing Partner, Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Heather Belli, CFP®, CAP®, CDFA®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
Meet Heather Belli
Heather Belli is Chief Compliance Officer, Managing Partner, and Senior Wealth Advisor at Willow Creek Wealth Management.
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.
ON A PERSONAL NOTE: I am a Sonoma County native and I live in Healdsburg. I have a black belt in Taekwondo and enjoy hiking, golfing, reading, and snowboarding. I am very proud to be an inaugural member of the Impact 100 Redwood Circle, a group of women transforming Sonoma County through collective philanthropy.
EDUCATION:
• BA in business administration, Humboldt State University
• CERTIFIED FINANCIAL PLANNER™professional
• CERTIFIED DIVORCE FINANCIAL ANALYST™
Heather Belli is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Heather Belli is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Heather Belli
Office Locations:
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825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
