Rebecca Chacko
MSA, CFP®
Chacko-Hertz Financial Solutions
Financial Planner/Advisor
Rebecca Chacko
MSA, CFP®
Chacko-Hertz Financial Solutions
Financial Planner/Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rebecca Chacko, MSA, CFP®
Fee-Only financial planner located in Hawaii, serving clients locally and across the country
Rebecca Chacko is a fee-only financial planner. Chacko-Hertz Financial Solutions is a registered advisor in Arizona and Hawaii. Chacko-Hertz Financial Solutions provides comprehensive financial planning, investment management, retirement planning, and special needs planning to help individuals, couples and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rebecca Chacko is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rebecca Chacko provides comprehensive financial planning and investment management services under the Fee-Only model. This model promotes high ethical and fiduciary standards, a client-centered relationship, unbiased, objective advice, full disclosure, no commissions from the sale of financial products, and compensation based on an hourly rate, project fee, or annual retainer.
Rebecca provides financial planning and investment management services within a holistic framework. Recommendations and advice on specific financial issues are made in consideration of each client’s personal goals and objectives and integrated with other aspects of their financial position.
Rebecca Chacko is a member of the Financial Planning Association (FPA). Rebecca is a Certified Financial Planner® professional. She completed the CFP Professional Education Program from the College for Financial Planning.
She earned a Master of Science in Administration degree from the University of Notre Dame, a Master’s degree from Case Western Reserve University, as well as two Bachelor’s degrees completed in India.
Rebecca is the Managing Member and Chief Compliance Officer for Chacko-Hertz Financial Solutions LLC. The firm is a Licensed Investment Advisor in Arizona and Hawaii.
Her extensive experience in Medical Rehabilitation provides added value with financial planning for long term health care needs, special needs or eldercare.
Rebecca grows many of her own vegetables and herbs, and loves gardening and cooking. She enjoys travel and birdwatching.
Chacko-Hertz Financial Solutions LLC is an Independent financial planning and investment management firm.
We serve the financial planning needs of individuals, couples, and families.
We provide unbiased opinions, recommendations, and strategies matched to your goals and objectives. The Connect the Dots Process™ ensures a systematic, detailed, and meaningful way to create your unique plan. We believe that our process helps you make the best informed decisions.
We want to build a lasting relationship with you and continue to serve as your trusted advisor as your life circumstances and needs change.
We are devoted to getting you on the path to financial security and peace of mind now, and for the future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rebecca Chacko is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Rebecca Chacko is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Rebecca Chacko
Office Locations:
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P.O. Box 158
Honomu, HI 96728-0158
