Nelson Secretario

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Finding a financial professional you can trust is key to achieving a successful retirement. Certified Financial Fiduciaries are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary you can be confident that your best interests will always come first NACFF

Nelson Secretario, LUTCF, CLU, ChFC, IAR, CFF, Certified Financial Fiduciary with over 30 years of experience, offering comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, an investment perspective but from many integrated fields.

This might sound like a lot of work, but our team of skilled and certified public accountants will handle most of the heavy lifting. In addition, as an Investment Advisor Representative, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve his clients’ best interest.

Nelson and his wife live on the beautiful island of Kauai, Hawaii. Enjoys traveling, ballroom dancing and is blessed spending time with their 3 daughters, 5 grandchildren, and a weekly round of golf with friends, when weather permits.