Hazel Secco (CDFA, CFP®)
Hazel Secco focuses in the
following client markets or areas of practice:
- Corporate Executives
- Divorce Planning
- Financial Psychology/Coaching
- Generation X
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Corporate Executives
- Divorce Planning
- Financial Psychology/Coaching
- Generation X
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
• High-Net-Worth Women • Retirement Planning for Executives • Equity Compensation & Concentrated Stock • Pension & Deferred Compensation Elections • Tax-Efficient Retirement Income • Divorce Financial Planning (CDFA®) • Estate & Legacy Coordination • Women in LeadershipAdditional Information
I work with high-net-worth women whose financial lives have become complex: equity compensation, pension and deferred compensation elections, and a tax picture that no longer fits on one page. As a CFP® and CDFA®, I bring retirement, investments, tax, and estate together into one coordinated plan so my clients can make major decisions with confidence. Fee-only means I'm paid only by my clients, never by commissions or product sales.NAPFA Start Date
November 13, 2025
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