Heather Innes Sadique

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Heather Sadique Heather Innes Sadique is Director of Client Services with Lasecke Weil Wealth Advisory Group and has over 15 years experience in the financial industry. Prior to joining Lasecke Weil in 2003, she started her career in finance with Prudential Capital in San Francisco. From there she moved to a start-up investment banking firm where she worked as the Corporate Secretary, managing Investor Relations, coordinating corporate board meetings, minutes, filings, etc. as well as handling Executive Assistant capacities. She then became a Senior Investment Specialist at Charles Schwab where she assisted clients with specialized portfolio allocations and other high touch service needs. After spending six years with Schwab, she moved to Merrill Lynch, gaining additional experience on an equity and options trading desk while working with one of Merrill’s largest wealth management teams, She was then asked to join Lasecke Weil.

She graduated from the University of Phoenix with a BS in Business Management. In 2008, she became certified as a Chartered Mutual Fund Counselor® through the College of Financial Planning. She is a member of the Financial Planning Association and is currently studying for her Certified Financial Planner® certification. She is a new mother and enjoys spending her free time with her husband and son.

Lasecke Weil provides professional investment management, retirement planning, and tax planning services with offices in Palo Alto and Campbell - San Jose CA. Lasecke Weil's staff of qualified financial planners is dedicated to providing you with a personalized approach to money management. Each financial advisor on staff is trained to serve as your personal money manager offering expert advice on investment management, retirement planning, tax planning, wealth management, and more.

Silicon Valley Financial Planner - Lasecke Weil, LLC Serves: Palo Alto, Menlo Park and the San Francisco Bay Area Peninsula. New offices in Campbell serve Sunnyvale, Santa Clara, Los Gatos, San Jose CA, and the San Francisco South Bay Area. Member of the National Association of Personal Financial Advisors.

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

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Silicon Valley Financial Advisors - Lasecke Weil, LLC - Palo Alto - Campbell - Santa Clara - San Jose CA.