Since 2019, Hetal Saki has been working in Bakeravenue Asset Management based 1096, 1096. Hetal Saki is an experienced Wealth Advisor Associate with over 14 years of work experience. According to Hetal's CV and work profile, the professional has worked at more than eight places with diverse backgrounds and gained various skills. Hetal attended school at the The American College of Financial Services from 2012 to 2014. Hetal has professional certification as Cfp® and Certified Financial Planner and this expert has studied English and Gujarati. Hetal can be found in Sunnyvale, California – where this professional currently lives. Find this person's actual email address and phone number through Connexy search.
Name variants:
Hetal Saki
Contact Information
Last Update
Jun 25, 2022
Email
he**@yahoo.com
Location
Sunnyvale, CA
Company
Workplace
Colleagues
Work History
Wealth Advisor Associate
301 Battery St FLOOR 2, San Francisco, CA 94111
from Mar 2019
Financial Paraplanner
824 East St, San Rafael, CA 94901
Jan 2014 — Oct 2015
Director of Financial Planning
109 Baldwin Ave, San Mateo, CA 94401
May 2011 — Dec 2013
Financial Planning Associate
3190 south Bascom Ave Suite #205, San Jose, CA
Jan 2011 — Jun 2011
Financial Advisor Assistant
501 Boylston St, Boston, MA 02116
Sep 2010 — Jan 2011
Financial Planning Associate
2570 west El Camino Real STE 520, Mountain View, CA 94040
Jul 2007 — Feb 2009
It Support Specialist
1228 Titan Way #p/o box 3603, Sunnyvale, CA 94085
Apr 2001 — Dec 2005
Education
2012 — 2014
2003 — 2007
Occupations
Advisor
Supporting Member
Accountant
Finance and Accounting Specialist
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Strategic Financial Planning
Financial Services
Asset Management
Series 7
Finance
Insurance
Finra
Wealth Management Services