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Heather Belli

Heather Belli, CFP® CDFA™
CCO, Partner, Financial 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, 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™ 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

Reverse mortgages can be a retirement tool — with caution

You’ve saved. You’ve invested. You’ve worked hard. But somehow, you fear there won’t be quite enough income to live on comfortably when you retire. What can you do? Though we would only recommend this option under very specific circumstances, a reverse mortgage is a planning tool that can enable you to borrow against your home’s […]

10 basic steps for retirement planning

If you plan to retire in the next 20 years, now is the time to look at your options and start planning so that you can make more informed decisions about your future and meet your long-term goals. A professionally created retirement plan usually includes a review of your estate plan and portfolio investments, tax […]

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