Kailua financial advisor mel r. hertz was recently recognized as a Five Star Wealth Manager by Five Star Professional.
Online PR News – 07-February-2013 – Kailua, HI – Kailua-based financial advisor mel r. hertz has been named a 2013 Five Star Wealth Manager by Five Star Professional. With this designation, mel r. hertz has achieved a level of service and excellence reached by fewer than seven percent of the wealth managers practicing in Hawaii.
Mel r. hertz received this honor as a result of the exemplary service that he provides to every client. Mel r. hertz offers a number of exceptional financial advisory services at The Retirement Coach, a firm dedicated to providing people of all ages and incomes with financial security through proper financial planning.
Five Star Professional is an organization dedicated to identifying high-quality service professionals and providing consumers with the research information needed to choose a service professional. Each year, Five Star Professional employs detailed research and surveys of regulatory agencies, consumers, and peers to evaluate candidates of the Five Star Award. The evaluation process includes such criteria as rate of client retention, positive complaint history, and positive regulatory history with the SEC, FINRA, and other agencies.
For more information about The Retirement Coach and the financial planning services that mel r. hertz provides, visit The Retirement Coach website.
Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA and SIPC. mel r. hertz is a registered representative and an investment adviser representative of SFA, which is otherwise unaffiliated with Derand Capital Management Group or The Retirement Coach.
About The Retirement Coach: The Retirement Coach is a financial advisory firm located in Kailua, Hawaii. Its financial advisors serve clients in the areas of retirement planning, tax management, investment planning, college funding, estate conservation, charitable giving, risk management, and cash management.
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