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Handling Your Unique Financial Picture With Care

Handling Your Unique Financial Picture With Care

Welcome to The Retirement Coach, a financial services firm located in Honolulu, Hawaii. In 2021, Sean Smith took over the business with a mission to empower individuals and families in achieving a financially secure and prosperous retirement.

At The Retirement Coach, we specialize in retirement income planning and utilize alternative investments to help further diversify portfolios while still seeking growth and income. Our focus is on providing guidance and comprehensive financial planning tailored to each client's unique goals and needs. We believe in the importance of personalized strategies and take the time to understand each client's circumstances. By putting ourselves in the shoes of our clients, we can base our recommendations on what we would want given their risk tolerance and financial goals.

Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Sean  Smith

Sean Smith, CLU®

Financial Advisor

Mel R. Hertz

Mel R. Hertz, MBA

Financial Advisor

Nick  Roth

Nick Roth, CFP®

Financial Advisor

Diane  Malczon

Diane Malczon

Director of Operations

Mabel  Viernes

Mabel Viernes

Client Relations

Carolyn  Lilo

Carolyn Lilo

Client Relations, Marketing

 Sandy  Rhines

Sandy Rhines

Administrative Associate

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Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to connect you with a financial professional.

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