As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
Many individuals and families are faced with unique circumstances that require special planning.
Learn more about us.
Your Trusted Advisor
Rebecca 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 NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors) and 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 owns Chacko-Hertz Financial Solutions LLC. The firm is a Licensed Investment Advisor with the Arizona Corporation Commission-Securities Division.
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.
Justin manages the information infrastructure for Chacko-Hertz Financial Solutions LLC. He manages the network connectivity, desktop environment, applications, and security. His highest priority is data integrity and security, and he monitors the network and backups to ensure continuity and privacy.
Justin Hertz earned his Master of Science degree, Magna Cum Laude, from the University of Notre Dame in 1996. He has worked with information systems since 1986.
He met Rebecca in the Master of Science Program at the University of Notre Dame, and moved back to South Bend to marry her. They fell in love with the Southwest and moved to Tucson in 1998.
He began work for University Medical Center as a System Analyst and became Manager of Business Systems in the Finance Department. He later worked in the Capital Planning and Projects Department of the University of Arizona Health Network where he managed technical and financial operations for the multi-million dollar capital projects.
He loves gardening, hiking, and cooking, and is especially fond of cooking and enjoying a variety of Indian cuisine.
This website provides general information regarding comprehensive financial planning and is not intended to provide financial planning or investment advice. Please seek professional advice. The information contained in this website is not intended to create an Advisor-Client relationship. An Advisor-Client relationship with this firm is established only upon signing our agreement that specifies the scope of engagement.
Chacko-Hertz Financial Solutions LLC is a Licensed Investment Advisor with the Arizona Corporation Commission – Securities Division. Our ADV Disclosure Brochure (in lieu of the ADV Part 2) is available upon request.