Heather Nicole Comella

Employer firm

Folsom Wealth Advisors CRD 329515

$3.90M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 10/2017
  Symphony Financial Planning, Llc
  Davis, CA
• 06/2014 → 03/2017
  Symphony Financial Planning, Llc
  Davis, CA
• 11/2017 → 01/2020
  Self-Employed
  West Sacramento, CA
• 01/2020 → 11/2023
  Blend Financial Inc Dba Origin Financial
  San Francisco, CA
• 11/2023 → Present
  Heather Comella Consulting Llc Dba Folsom Wealth Advisors
  Folsom, CA
• 03/2024 → 12/2024
  Nerdwallet Advisors
  Folsom, CA
• 01/2025 → Present
  Nectarine
  Folsom, CA
• 12/2023 → 02/2024
  Hightower Securities, Llc
  Chicago, IL

Previous Registrations

• 2024-02-29 → 2024-12-20
  Nerdwallet Advisory
  Folsom, CA
  Scottsdale, AZ
• 2020-02-01 → 2023-11-07
  Origin Investment Advisory Llc
  West Sacramento, CA
• 2017-03-26 → 2018-03-30
  Symphony Financial Planning Llc
  Davis, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-14

Designations

• Certified Financial Planner

Other Names

• Heather N Linder
• Heather N Comella
• Heather Linder
• Heather Comella