Heather
Comella
Nerdwallet Advisory
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About this Advisor
Heather Comella is a financial advisor based in Folsom, California, working with Nerdwallet Advisory. Heather has previously held positions at Symphony Financial Planning, LLC, Virtual Paraplanner, Blend Financial Inc Dba Origin Financial, Heather Comella Consulting LLC Dba Folsom Wealth Advisors, and Nerdwallet Advisors. Heather has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Heather is part of Nerdwallet Advisory, which operates out of Folsom, California. The firm has 3 employees and offers services including financial planning services and the selection of other advisers. The fee structure at Nerdwallet Advisory includes fixed fees.
Certifications and Registrations
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Nerdwallet Advisory Brokerage Details
3
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Heather Comella Work History
Nerdwallet Advisors
Heather Comella Consulting LLC Dba Folsom Wealth Advisors
Blend Financial Inc Dba Origin Financial
Symphony Financial Planning, LLC
Virtual Paraplanner
Symphony Financial Planning, LLC
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 Nerdwallet Advisory
Folsom, CA
San Francisco, CA
Hawthorne, CA
San Francisco, CA
Encinitas, CA
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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.
