Hetal Saki, CFP®
Designations and Licenses
Hetal is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
She provides customized wealth management solutions to clients to help them achieve their goals. Hetal has more than 15 years of experience in the financial planning and wealth management industry. She has predominantly worked with several RIAs in helping clients work to achieve their wealth management goals. Prior to joining Mariner Wealth Advisors, Hetal worked at BakerAvenue as a senior wealth advisory manager. She has experience with cash flow, tax, insurance and estate planning, as well as investment management.
She has a bachelor’s degree in psychology from the University of Illinois and an MBA with a focus in finance from Santa Clara University. Hetal serves on the board of the Financial Planning Association of San Francisco as Secretary.
She also supports Narika, a nonprofit organization that promotes women empowerment, economic well-being and independence for women. In her free time, she enjoys sporting activities such as hiking and bicycling through the various scenic landscapes throughout the Bay Area and also loves to dance to Bollywood music. She is also a foodie and enjoys trying out different types of cuisines with her husband and son.