Hazel Secco possesses a strong background as a seasoned LPL financial advisor, showcasing extensive knowledge and a wealth of experience in the financial industry. She is a Certified Financial Planner™, a designation that requires a rigorous course of study and ongoing professional education, and demonstrates her commitment to the highest standards of integrity, professionalism, and client service. Hazel founded Align Financial Solutions, LLC to concentrate on what she cares about most, her clients. Every client has a unique situation and background. Hazel wants to understand each client's goals and values to be completely aligned with their financial plan. As an independent advisor with LPL, Hazel provides collaborative and personalized advice as a fiduciary and solely focuses on her advisory client's needs. She strives to be a life-long partner and ally to protect what matters for her clients and their families. Hazel strongly believes in a holistic approach to financial planning, considering all aspects of her client's financial lives. She wants her clients to feel empowered and in control of their financial future. Outside of her work, Hazel lives in Hoboken and enjoys spending time with her family, traveling, and exploring the culinary world.
At Align Financial Solutions, we are dedicated to empowering women and their families through comprehensive financial guidance and education. Led by a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), our firm specializes in helping women gain control over their finances and achieve true financial independence.
We understand that women face unique financial challenges and opportunities throughout their lives. That's why we offer personalized financial planning services tailored specifically to meet the individual needs and goals. Our mission is to equip our clients with the knowledge and tools they need to make informed decisions about their money and secure their financial future.
At Align Financial Solutions, we believe that education is the key to empowerment. We are committed to providing our clients with the necessary financial education and guidance to help them navigate various aspects of their financial lives. From investment strategies and retirement planning to tax planning, and navigating major life transitions such as divorce, we address a wide range of financial topics that are crucial for our client's financial well-being.
General Information |
| Name of Broker/Dealer: | LPL Financial |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English, Korean |
| Advisory Services Provided: | Education Funding and Planning, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Wealth Management, Risk Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity, Variable Life, Long Term Care |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
Board Positions |
| Organization : | Museum Of Makers and Innovators |
| Position : | Board Secretary |
| Duration : | 07/14/2023-Present |
Education |
| Bachelor of Arts | University at Buffalo
08/23/2010-02/15/2013 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:30 PM |
| Tue. | 9:00 AM - 5:30 PM |
| Wed. | 9:00 AM - 5:30 PM |
| Thu. | 9:00 AM - 5:30 PM |
| Fri. | 9:00 AM - 5:30 PM |
| New York Metro Area | New Jersey |
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