HetalSaki- Financial Advisor Fremont, CA

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About Hetal Saki

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^® 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, she 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.

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General Information

CRD#

5403110

Firm CRD#

308157

States Licensed in

Years of Experience in Financial Services

Work Experience

With over 15 years of experience in the financial services industry, I have worked with clients from various demographics and socio-economic backgrounds. I pride myself in being a fiduciary and a Certified Financial Planner. I have always incorporated comprehensive financial planning as a part of my core services and I believe that a true fiduciary is one that takes time to learn about their clients goals at a deeper level as this helps build a more lasting and trustworthy relationship. I have worked with the mass-affluent and affluent client base, as well as the ultra-wealthy. Through my experiences, I have gained an understanding of what it takes to help the client become more confident as they progress towards meeting their financial goals.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, SIE

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250K and above

Compensation Methods

Hourly, Based on Assets

Fee % Based on Assets

Negotiable

Hourly Rate

Negotiable

Additional Details on Charges

Fees are negotiable and can be reduced based on circumstances

Minimum Fee Charged for Managed Accounts

Negotiable

Minimum Fee Charged for Hourly Planning Accounts

$100/hr

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892798/paladinregistry-AMC-Wealth-detailed-disclosure.html

Disclaimer

AMC Wealth Management, LLC is a registered investment adviser in the states of IL, NV, GA, FL, AL, UT, DE, LA, TX, NY & CA. We adhere to the fiduciary standard of conduct by way of hourly financial planning & consulting or traditional investment management services of which clearing, custody & safekeeping is provided by Charles Schwab, an SEC registered broker-dealer and member FINRA/SIPC. For more, please visit adviserinfo.sec.gov/firm/summary/308157 or see our form ADV 2A. Not an offer or solicitation in unregistered territories.

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Hetal Saki

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