Heather Comella, CFP®

Heather Comella, CFP®, has a diverse background in the financial planning industry. Heather currently holds the role of Planning Success Lead at Origin, a financial well-being platform that partners with employers to provide employees with tools for financial success. In this role, they are responsible for ensuring the success of the company's financial planning services. Before joining Origin, Heather worked as a Lead Financial Planner at the same company, where they helped develop and implement financial management tools for employers. Prior to that, they were self-employed as a Virtual Paraplanner and provided support to financial planners. Heather also gained experience as a Financial Planner at Symphony Financial Planning and held positions as a Customer Service Representative and Operations Manager at Trellis Advisors, LLC. Heather'swork experience spans over 13 years and showcases their expertise in financial planning and client service.

Heather Comella, CFP®, obtained their Bachelor of Science (B.S.) degree in Managerial Economics from Central Washington University, where they studied from 2008 to 2011. Additionally, during the same time period, they also earned a Bachelor of Science (B.S.) degree in Business Administration with a Finance specialization from the same institution. Heather Comella went on to earn the Certified Financial Planner™ certification from the CFP Board in December 2016.