Mel R. Hertz,  CFP<sup>&reg;</sup> - Financial Advisor

Mel R. Hertz, CFP®

Principal

The Retirement Coach

237 Kuumele Pl
Kailua, HI 96734-2958
(808) 522-0100

General

Mel Hertz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Retirement Coach in Kailua, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA,

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Insurance, Real Estate, Retirement, Long-term Care, Sudden Wealth

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