Nelson Secretario

Nelson Secretario [ChFEBC℠, CLU, ChFC, LUTCF, IAR]

4-1104 Kuhio Highway
PMB #172
Kapaa, HI 96746

Original Certification Date: 10/22/2004

Organization: Secretario Financial, LLC

Broker Dealer: Foundations Investments Advisors

Phone: 808-245-5088
Cell: 808-635-9929



States Currently Licensed: Hawaii Islands only – Oahu, Kauai, Big Island & Maui

Primary Insurance: American Equity, Allianz Life, American National, Equitrust, Mutual Trust Life

Primary Investment: Fidelity Investments

Services: Review personal employee benefits and concerns for retirement, income-pension, explain TSP-investment & risk management strategies, FEGLI & Social Security maximization healthcare, spouse & beneficiary benefits options prior to retirement

Additional Information: The federal employee (FERS/CSRS) benefits can be very complicated-only the best trained ChFEBC℠ advisor has the background experience to provide the expert advice planning for retirement