Heather Belli, CFP® CAP®
Chief Compliance Officer, Managing Partner, Wealth Advisor
“Life is short, and time goes by much too fast. Although I have heard this said my entire life, only as I have gotten older have I come to truly understand the value and the meaning of those words. I love working with my clients and helping them to plan for their tomorrows while living for and enjoying their todays…”
JOIN DATE: 1997
CONTACT: heather@willowcreekwealth.com
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™
- CHARTERED ADVISOR IN PHILANTHROPY
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
COMMUNITY:
Read the latest from Heather
Outsmart the Certainty of Death and Taxes: Make a Will
Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]
Read More… from Outsmart the Certainty of Death and Taxes: Make a Will
Charitable Giving Outside the Box: More Than Just Dollars
Originally published in North Bay Business Journal A recent study by Indiana University in collaboration with Bank of America presented an optimistic finding that 90% of affluent households gave to charities in 2020, a number similar to previous years. Furthermore, these affluent donors (defined as households with a net worth of $1 million or more […]
Read More… from Charitable Giving Outside the Box: More Than Just Dollars
What’s a REIT? Owning Real Estate Without the Hassle
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Read More… from What’s a REIT? Owning Real Estate Without the Hassle
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