Heather Belli

Heather Belli, CFP® CAP®
CCO & Managing Partner, Senior 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…”


CONTACT: heather@willowcreekwealth.com

As a senior financial planner at Willow Creek, Heather helps 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, Heather was a controller for West County’s Palm Drive Hospital. She holds a bachelor’s degree in business administration from Humboldt State University. She also is a CERTIFIED FINANCIAL PLANNER™professional  and a CERTIFIED DIVORCE FINANCIAL ANALYST™, She is currently a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

ON A PERSONAL NOTE: Heather is a Sonoma County native who lives in Healdsburg. She holds her black belt in Taekwondo and enjoys hiking, golfing, reading and snowboarding. Heather is proud to be an inaugural member of the Impact 100 Redwood Circle, a group of women transforming Sonoma County through collective philanthropy.

Read the latest from Heather

A Guide to Charitable Giving During a Pandemic

In the span of weeks, the COVID-19 pandemic and an earlier than expected start to California’s fire season have impacted every aspect of our communities, including the nonprofit sector. Whether it is health-related, a safety net organization serving the vulnerable, or focused on the arts and education, many nonprofits are struggling. For the seasoned philanthropist […]

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Tips for preparing for a successful retirement

If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]

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Estate-planning documentation helps avoid gut-wrenching family fights over wills

The recent passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust. Rock and roll star Prince left his heirs in the same lurch a few years ago. Other celebrities who died without a will (intestate) include: singer-songwriter-congressman Sonny […]

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