Hazel Secco, CFP^®

I founded Align Financial Solutions to help high-achieving women navigate financial complexity with clarity and confidence. My clients are often successful professionals balancing demanding careers, family responsibilities, and significant financial opportunities. They may be managing equity compensation, preparing for retirement, making tax-sensitive decisions, or simply looking for a trusted partner to help them make informed financial choices. As a fee-only, fiduciary financial planner, I provide comprehensive financial planning and investment management tailored to each client’s goals and values. My approach is collaborative, educational, and personalized. I believe financial planning should be understandable, actionable, and aligned with the life you want to build. Whether we’re developing a retirement strategy, optimizing taxes, evaluating employer benefits, or creating an investment plan, my goal is to simplify the complex and help you make decisions with intention.

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances