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: [email protected]

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
  • CHARTERED ADVISOR IN PHILANTHROPY

AFFILIATIONS:

COMMUNITY:

 

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