Hazel Secco, CFP<sup>&reg;</sup> - Financial Advisor

Hazel Secco, CFP®

CDFA®

Founder and CEO

Align Financial Solutions LLC

50 Harrison St Ph 433
Hoboken, NJ 07030-6087
FINANCIAL ADVISOR'S WEBSITE
(201) 655-6572 CONNECT WITH Hazel
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General

Hazel Secco is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Align Financial Solutions LLC in Hoboken, NJ and the surrounding communities.

Financial Advisor Overview

Align Financial Solutions is a fee-only fiduciary wealth management firm for high-net-worth women with complex financial lives. Our clients are senior executives, partners, physicians, and business owners in their 40s to 60s who are managing equity compensation, pension and deferred compensation elections, a significant portfolio, and a tax picture that no longer fits on one page. We handle retirement planning, investment management, tax strategy, and estate coordination as one integrated plan rather than four separate conversations. Fee-only means we are paid only by our clients, never by commissions or product sales. Based in Hoboken, NJ, we work with clients nationwide.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 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

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Helpful Financial Planning Resources