Heather Belli

Heather Belli, CFP® CAP®
Chief Compliance Officer, 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…”

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™

Read the latest from Heather

Estate Planning: the Best Gift to Leave Behind

The 2018 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. Her four sons have recently reached an agreement with the IRS over a $7.8 million tax debt, which should move them closer to receiving money from her […]

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10 Financial Resolutions for 2021

January is always a month filled with hopeful new beginnings, and following the challenges of 2020, so many of us are searching for ways to start fresh this New Year. When it comes to your financial health, one of the best resolutions you can make is this: don’t make the same mistakes twice. Despite this age-old maxim, Wealth Advisors see many of the […]

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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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