We are committed to serving you as your fiduciary partner as we navigate your financial journey together.
Hetal Saki is a Certified Financial Planner with over a decade of experience working with clients in helping them meet their financial goals. Hetal currently holds a Master's in Business Administration and completed her CFP(R) certification in 2015. Hetal has worked with clients from various walks of life and understands the complexities that need to be addressed in order to fulfill lifelong financial goals. Originally from the Midwest, she has been living in the Bay Area, CA since 2000 with her husband and son. In her spare time, Hetal enjoys the various hiking trails and outdoor activities that living in the sunny state has to offer. She also enjoys being a part of various organizations that dedicate their time to giving back to the people of her community.
Why Hetal Saki
A major benefit of working with Hetal is that she is part of a team that believes in adhering to the fiduciary standard of care. This encompasses a thorough understanding of a client’s financial goals and adherence to ethical standards that strictly abide to putting the client’s best interest ahead of all else.