Nelson Secretario is an Educator with Financial Education Partnership, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Nelson understands that personal finance and retirement planning can be a daunting task; whether it’s significant assets to manage or just starting to accumulate wealth. For these tasks and more his mission is simple: to help his clients protect their wealth and build their financial future. It’s no small feat, but one he’s been doing for over 35 year – and he does it by educating and empowering his clients through smart planning and expert advice that’s focused on what’s important to them.
Nelson believes that financial planning encompasses many different things for different people, but at its core, planning is really about LIFE. Nelson reviews his clients individual needs and portfolio, talks to them about their goals and dreams, and designs retirement plans to help his clients throughout the years.
Nelson lives in Hawaii with his wife, 3 college, married, daughters and five grandkids that he loves. When he’s not working he enjoys traveling and golfing. He is also a Life MDRT member, a member of NAIFA, as well as the Kauai Chamber of Commerce, and also a local Church member.