Hetal is a Client Service Associate at Sax Wealth Advisors and plays a vital role in the firm’s client communications. Hetal greets clients and makes them feel welcome in our Pennington office. She schedules annual reviews and financial planning meetings; fields client calls and emails; and responds to general client inquiries. Daily, she processes client cashiering requests, and gathers the necessary documentation for account openings and service requests.
She received her Bachelor of Arts degree in Information Systems from Rutgers and has 15 years of experience with wealth and account management.
On a personal note, Hetal is a die-hard Philadelphia Eagles fan.