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Home > Financial Planner Directory > Hawaii > Kailua > Mel R. Hertz, CFP®

Mel R. Hertz, CFP®

Planner List SAVED PLANNERS (0)

The Retirement Coach

237 Kuumele Pl

Kailua, HI 96734-2958

Phone: (808) 522-0100

Saved in Saved Planners

Household Income Minimum: $40,000
Investable Asset Minimum: $250,000

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

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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