Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.
Areas of Practice
Advisor Information
Office location
Folsom, CA
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Heather Nicole ComellaRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nectarine
Folsom Wealth Advisors
Previous Registrations
Nerdwallet Advisory
Origin Financial
Symphony Financial Planning LLC
State Registrations2 states
Exams
Additional Information
My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life.My personal journey includes:- Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly.- Working with high-earning professionals, which taught me advanced tax-planning strategies.- Teaching financial education webinars, where I honed the ability to simplify complex concepts.Every day, I’m grateful to serve people.