Nelson Secretario

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

4371 Puaole Street #G
Lihue, HI 96766

Original Certification Date: 10/22/2004

Organization: Secretario Financial, LLC

Broker Dealer: Retirement Wealth Advisors

Phone: 808-245-5088

Cell: 808-635-9929



States Currently Licensed: Hawaii State – Islands: Kauai, Oahu & Hilo

Primary Insurance Companies: American Equity Investment Life, North American Company for Life, American National Life, EquiTrust Life

Services: Helping federal employees achieve their financial goals to understand what financial issues about their federal employee (CSRS or FERS) retirement benefits, age, salary, TSP value, FEGLI choices, Social Security benefits, taxes, retirement date, and any other concerns about retirement planning.  Provide a one hour Complimentary retirement consultation with a personalized benefit analysis report to review their valuable benefits analysis with them.

Primary Investment Companies: Fidelity Investments

Additional Information: ChFEBC℠ certification date: October 2004