Advisor
Heather Cleland, CFP®
CCO, Partner
Heather is a partner at Willow Creek Financial, as well as the Company’s Chief Compliance Officer. Prior to joining WCFS she was the controller for West County’s Palm Drive Hospital. Heather graduated from Humboldt State University in 1993 with a degree in business administration. She received the Award for Excellence as the outstanding business student in her graduating class. She completed the rigorous certified financial planning program and earned her CFP® mark in 2000.
Heather is one of Willow Creek’s senior financial planners. WCFS considers the pairing of comprehensive financial planning with disciplined asset management an important key to our clients reaching their lifetime goals. Heather’s experience, sensitivity, common sense and passion have helped her clients recognize those goals and implement a stress-free personal wealth strategy.
When not working, Heather enjoys being outdoors and participating in sports whenever possible. She holds her black belt in Taekwondo and is an avid soccer player. She also loves volleyball, softball, hiking, tennis, golf and snowboarding.