Heather C. Belli
WILLOW CREEK WEALTH MANAGEMENT
SEBASTOPOL, CA 95472
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CRD#: 2946449
Professional summary
Heather Cary Belli, CFP®, who also goes by Heather Cary Cleland, is a registered financial advisor currently at WILLOW CREEK WEALTH MANAGEMENT, INC. located in Sebastopol, California.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Heather has worked at 1 firm .
Biography
Heather is a partner at Willow Creek Financial, as well as the Company's Chief Compliance Officer. Prior to joining WCFS she was the controller for West County's Palm Drive Hospital. Heather graduated from Humboldt State University in 1993 with a degree in business administration. She received the Award for Excellence as the outstanding business student in her graduating class. In 2000 she completed the rigorous certified financial planning program and earned her CFP mark.
Question & Answer
What are your service offerings?
Divorce Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Heather Cary Cleland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Cary Belli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
March 16, 2005 - Present
WILLOW CREEK WEALTH MANAGEMENT, INC.
Office #1: 825 Gravenstein Hwy. N. #5, Sebastopol, CA 95472RIA
CRD#: 109240
SEBASTOPOL, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK FINANCIAL SERVICES, INC. | WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240 / SEC#: 801-56562
RIA
Registered Investment Advisory firm - (5/1/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/16/2005)
IAR
Oregon(10/22/2018)
Exams
Current Firm
WC
WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK FINANCIAL SERVICES, INC. | WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240 / SEC#: 801-56562
RIA
Registered Investment Advisory firm - (5/1/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
825 Highway 116, North Ste. #5, Sebastopol, CA 95472
Mailing Address
Phone number
(707) 829-1146
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,923 |
| AUM (Assets Under Management) | $ 1,945,693,378 |
Red Flags
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Company Information
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD#: 109240Sebastopol, CA 95472TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
