Mel R Hertz

Specialties

Retirement planning, estate conservation, tax management, charitable giving, investment planning, risk management, college funding, cash management.

Meet the Business Owner

mel r. H.

Business Owner

mel r. hertz, MBA, CFP® received his MBA in finance from Wayne State University’s School of Business in Detroit in 1968. In 1985, after being in the investment business for six years, he received the professional designation of Certified Financial Planner from the College for Financial Planning in Denver, Colorado.

Mel has held officer positions in the local chapters of several national professional organizations, including the newly formed Financial Planning Association (FPA). Mel was one of the first Presidents of the Hawaii chapter FPA. He is a known and respected speaker on a wide range of financial topics.