Hetal Saki, CFP(R)
As a Certified Financial Planner(R), Hetal has been the professional partner that her clients can depend on when it comes to making important financial decisions. She understands that life transitions are a significant part of every person's journey, whether it be marriage, starting a family, changing jobs, or planning for retirement. With over 15 years of experience in the financial industry, Hetal is expertly equipped to guide her clients through these changes, ensuring they make informed financial decisions with clarity and confidence. Her approach is not only professional but also personal, as she cultivates a deep understanding of her clients' unique needs and aspirations. Clients often praise her for her ability to simplify complex financial concepts, making them accessible and understandable. Whether it’s budgeting for education, investing for the future, or devising a comprehensive retirement plan, Hetal is dedicated to providing the highest level of service and support throughout the entire financial planning process.


Outside of her professional life, Hetal resides in the Bay Area with her husband Lilish, their son Aarav, her father Rajendra, and her mother-in-law Nayana. Hetal feels fortunate to be surrounded by nature, which gives her the opportunity to hike, ride her bike, and enjoy the stunning views of picturesque sunsets all year round. She also has a passion for travel and is a true foodie at heart.