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Secretario Financial, LLC, is a member of The American Financial Education Alliance (AFEA), one of the fastest growing non-profit financial wellness programs in the the country. As an IRS approved 501(c)(3) non-profit organization, AFEA’s mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. 

OUR TEAM

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Nelson Secretario, CFF

Certified Financial Fiduciary

Nelson Secretario is a Certified Financial Fiduciary® (CFF), an Investment Advisor Representative, and have earned a Life Underwriter Training Council Fellow LUTCF, and CLU, ChFC, and Charted Federal Employee Benefits Consultant designation (ChFEBC℠). 

Nelson is a Wealth Manager serving clients in the areas of Financial planning, investments, insurance, business benefit plans and business retirement plans.  He works with his clients to increase their wealth by helping them avoid exposure to unwanted risk, to fully inform clients about their options so they can make more knowledgeable choices when structuring a financial strategy that reflects their priorities. 

 Nelson and his wife Vikki live on the beautiful island of Kaua'i, and enjoy traveling ballroom dancing, and are blessed spending time with their 3 college graduate daughters and 5 grandchildren, and a weekly round of golf with friends.  

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Rachel Secretario

Licensed Agent Specializing in      Social Security Analysis and Medicare 

Originally from the Garden Island of Kaua’i, Rachel received her Bachelors in Political Science from The University of Hawai’i Manoa. She enjoys travel and has lived all over the nation. Her educational honors include the Congress Bundestag Scholarship for study abroad in Germany, Rotary student exchange participant in Japan, and a Fulbright Scholarship for study in South Africa. She is also fluent in German. 

 

 Professionally, Rachel has served as the spokesperson for Commercial Recycling in Honolulu, worked in event planning and marketing roles for the Boy Scouts of America, and has planned seminars and collaborated with attorneys nationwide for National Business Institute. She has taught 3's Pre-school and currently teaches art at Kapa'a Elementary School. At Secretario Financial, LLC she Is a Licensed Agent in Hawai'i, California, Colorado, and Iowa.  She specializes in Retirement and Social Security Analysis and Medicare.  Rachel is a candidate for Kaua’i Council and is excited for the future of Kaua’i!

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