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

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 […]

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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 […]

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Financial First Aid: Preparing Now for Peace of Mind Later

Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]

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