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Hello, I'm
Heather Comella, CFP®
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Certified Financial Planner™ professional
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Over 15 years of experience in financial planning and wealth management
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Expert educator
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Subject matter expert on equity compensation (ISOs/NSOs, 83(b) election, RSUs, ESPP)
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Favorite employee benefit = HSA
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Dog-lover and step-mom
About Heather
During my career I’ve worked in both a traditional wealth management setting, as well as helped build and scale a financial wellness tech company as an early stage employee.
My passion lies in helping people navigate the complex world of money. This includes breaking down financial strategies and making them easy to understand, and identifying tax-saving strategies, ensuring you stretch your dollars as far as possible.
To achieve balance in life, I spend my time out of the office actively. Family sporting events, walking, weightlifting and a passion for rock music fill my time. I also constantly consume information about startups, economics, and personal finance strategies.
Coming soon! Family and dog pics❤️
Contact us
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