Zehavit Kaidar-Heafetz

Administrative Assistant

Zehavit has worked with the Integrated Financial Group’s “The Brain Trust” department since 2022, processing and auditing financial data, guaranteeing it fulfills both LPL Financial and SEC guidelines. As a member of the IFG’s compliance department, she structures the branch’s communications and ensures operations run smoothly.

Zehavit, married to her husband Ofir, is a mother of three boys. In her spare time, she works to educate and expose others to multicultural cuisines and techniques, hosting dinners and workshops as a former chef and baker. A renowned book fanatic, you can always find her with the latest historical fiction story whenever she’s not volunteering with organizations like Meals by Grace, JF&CS, or organizing service events with Jewish groups.

AREAS OF EXPERTISE

  • Administrative support
  • Audit management and organization
  • Creating frameworks for compliance procedures

EDUCATION/CERTIFICATION

  • Bachelor’s degree from Ben-Gurion University of the Negev in Education Sciences and Hebrew Literature
  • Double minors in Gender studies and Folkloristics

Zehavit Kaidar-Heafetz

Administrative Assistant

Zehavit has worked with the Integrated Financial Group’s “The Brain Trust” department since 2022, processing and auditing financial data, guaranteeing it fulfills both LPL Financial and SEC guidelines. As a member of the IFG’s compliance department, she structures the branch’s communications and ensures operations run smoothly.

Zehavit, married to her husband Ofir, is a mother of three boys. In her spare time, she works to educate and expose others to multicultural cuisines and techniques, hosting dinners and workshops as a former chef and baker. A renowned book fanatic, you can always find her with the latest historical fiction story whenever she’s not volunteering with organizations like Meals by Grace, JF&CS, or organizing service events with Jewish groups.

AREAS OF EXPERTISE

  • Administrative support
  • Audit management and organization
  • Creating frameworks for compliance procedures

EDUCATION/CERTIFICATION

  • Bachelor’s degree from Ben-Gurion University of the Negev in Education Sciences and Hebrew Literature
  • Double minors in Gender studies and Folkloristics

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

TOP 25 FIRM
2003-2021

Top Ranked Workplace
2015-2022

Top 25 Firm
2003-2021

TOP RANKED WORKPLACE
2015-2022

Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.