Heather
Comella

Origin Financial

CRD#6766632
Investment Advisor
in West Sacramento, CA

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About this Advisor

Heather Comella is a certified financial planner who works in West Sacramento, California with 3 years of relevant experience. Comella is on the advisory team at Origin Financial. Throughout their career, they have worked at Symphony Financial Planning, LLC, Trellis Advisors, LLC, The Sports Bar, Linder Chiropractic Center, Virtual Paraplanner and Blend Financial Inc Dba Origin Financial. Comella has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California and Texas. Origin Financial is an advisory business that has its headquarters in Boston, MA. It oversees $478 thousand in assets across its 23 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Origin Financial offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on the financial services. Fees charged by Origin Financial most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

West Sacramento, CA

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

CA Average: $16,012,751,954
Total Number of Employees

219

CA Average: 118
Total Number of Accounts

23

CA Average: 4,567
Average Account Size

$20,783

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Heather Comella Work History

Heather has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Blend Financial Inc Dba Origin Financial

2017 - 2017 (< 1 year)

Symphony Financial Planning, LLC

2017 - 2020 (3 years)

Virtual Paraplanner

2014 - 2017 (3 years)

Symphony Financial Planning, LLC

2013 - 2013 (< 1 year)

The Sports Bar

2008 - 2014 (6 years)

Trellis Advisors, LLC

2000 - 2014 (14 years)

Linder Chiropractic Center

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Heather Comella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Financial

Michelle Petrowski
Boston, MA
David Barta
Grovetown, GA
Jodie Williams
Boston, MA
Matthew Shapiro
Culver City, CA
David Blaylock
Fort Worth, TX
Michael Hakimi
Boston, MA
Derek Cheshire
Boston, MA
Susan Gardiner
Saunderstown, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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