Heather Comella (CFP®)
Heather Comella focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Divorce Planning
Planning Specialties
- Equity Compensation for Public and Private companies, including: Stock options (ISOs & NQOs), RSUs, RSAs, and ESPP
- Financial planning for aging parents
- Teaching children about money
- Multi-year tax planning including Charitable gift planning, Roth conversions, Capital Gain/loss Harvesting
- Investing in Real Estate and managing rental properties
Additional Information
Often people think of budgeting, buying a house, and investing, as the three tools to effectively manage your money in a responsible way. However this doesn't provide enough context to optimize your money. I take a goals-based approach to financial planning to consider all the things you want to accomplish, then model out your financial decisions to determine the best course of action.
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.
I specialize in equity compensation and multi-year tax planning, we serve tech professionals, entrepreneurs and small business owners. As fee-only fiduciaries, we always put your best interest first.
NAPFA Start Date
April 11, 2024
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