Heather Belli

CFP® CAP® Wealth Advisor, Chief Compliance Officer, Managing Partner Team Member since 1997
[email protected]

"I love helping my clients turn financial uncertainty into confidence, goals into plans, and dreams into reality – giving them the freedom to live life on their terms." 

As a Wealth Advisor at Willow Creek, I help individuals and families pursue their life’s goals by blending strategic financial planning, structured asset management, and plainspoken, empathetic advice into personalized wealth strategies. I believe financial planning isn’t just about numbers – it’s about helping people make the most of their time and resources so they can focus on what matters most. 

My commitment to making a difference extends beyond just my clients. I’m truly passionate about giving back and am proud to be an inaugural member of the Impact 100 Redwood Circle, a group of women dedicated to transforming Sonoma County through collective philanthropy. 

I am a Sonoma County native, currently living in beautiful Healdsburg. When I’m not working, I enjoy staying active, whether it’s hiking, golfing, snowboarding – I even have a black belt in Taekwondo! I have a soft spot in my heart for animal rescue and have been known to foster a dog or two (or ten) from time to time. I love spending my free time with family, friends, and pets, and am happiest when I can combine all my favorite things for an outdoor adventure with my loved ones! 

Heather's Interests

Hiking
Wine Tasting
Skiing
Reading
Charity
Fishing
Fitness