Financial Advisors

Lester de Peralta

Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8343
Fax: (808) 844.8545
Mobile Phone: (808) 220.8182
E-mail: ldeperalta@hawaiiusafcu.com

Lester has been in the financial services industry since 2005 and is registered through our broker/dealer, CUSO Financial Services, L.P. He is dedicated to helping clients in the areas of individual and small business retirement planning, estate planning, retirement income planning, education funding, and insurance services. He serves members at the Main and Kapolei branches. Lester is registered in Hawaii, California, Colorado, and Nevada.


 

Sylvia Ho

Investment Consultant , CUSO Financial Services, L.P.
Phone: (808) 893.5312
Fax: (808) 844.8545
Mobile Phone: (808) 280.0099
E-mail: sho@hawaiiusafcu.com

Sylvia has been in the financial services industry since 2004 and is registered through our broker/dealer, CUSO Financial Services, L.P. She focuses on individual and small business retirement planning, education funding, and life and long term care insurance. She is registered in Hawaii and serves members at the Kahului and Kihei branches on Maui.


 

Kurtis KimuraKurtis Kimura

Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8341
Fax: (808) 844.8545
Mobile Phone: (808) 782.8430
E-mail: kkimura@hawaiiusafcu.com

Kurtis is a BBA of Finance graduate from the University of Hawaii at Manoa and is registered through our broker/dealer CUSO Financial Services, L.P. He has assisted his clients with investment, insurance, financial and retirement planning services since 1985. Kurtis serves East Oahu from the Hawaii Kai and Kaimuki branches. He is registered and licensed for securities in Hawaii, West Virginia and New Hampshire and in Hawaii for insurance.

 

Stacy KimuraStacy Kimura

Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8342
Fax: (808) 844.8545
E-mail: skimura@hawaiiusafcu.com

Stacy is a graduate of University of Hawaii at Manoa and has been in the financial services industry since 2008. She is registered through our broker/dealer, CUSO Financial Services, L.P. Stacy focuses on retirement planning, education funding, and insurance services. Along with John Larry, she serves members at the Aiea, Mililani, and Waipahu branches. Stacy is registered in Hawaii.


 

John Kinsaku Larry

Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8342
Fax: (808) 844.8545
E-mail: jlarry@hawaiiusafcu.com

John Kinsaku Larry is a graduate of UH Manoa College of Business with a BBA in Finance and an AS in Liberal Arts. He has been with HawaiiUSA FCU since 2003 and has been a fully licensed financial advisor since 1999. He is registered through our broker/dealer, CUSO Financial Services, L.P. He helps our members as well as their family and friends with retirement income planning, life insurance needs, education funding, and small business retirement plans. Along with Stacy Kimura, John serves members at the Aiea, Mililani, and Waipahu branches. John is registered in Hawaii, California, Florida, Massachusetts, Nevada, and Washington.


 

Dwayne Maki

Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8332
Fax: (808) 844.8545
Mobile Phone: (808) 375.4347
E-mail: dmaki@hawaiiusafcu.com

Dwayne Maki started in the financial services industry in 1998 and is registered through our broker/dealer, CUSO Financial Services, L.P. He is a graduate of the University of Hawaii with a BA in Business Administration/Finance. He works on a team with Rodney Tong and Valerie Shigeta to focus on estate planning, education funding, insurance services, and individual and small business retirement planning. He serves members at the Ala Moana, Kaneohe and Pearl City Branches. Dwayne is registered in Hawaii, California, Florida, Nevada, Washington, Massachusetts, North Carolina, Oregon, Colorado, and Utah.


 

Valerie Shigeta

Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8339
Fax: (808) 844.8545
E-mail: vshigeta@hawaiiusafcu.com

Valerie is a graduate of the University of Hawaii-Manoa and has been in the financial services industry since 2004. She is registered through our broker/dealer, CUSO Financial Services, L.P. and serves members at the Ala Moana, Kaneohe and Pearl City Branches. Valerie works on a team with Dwayne Maki and Rod Tong. She is registered in Hawaii and Oregon.


 

Rodney Tong, CFP®, CRPS®

Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8335
Fax: (808) 844.8545
E-mail: rtong@hawaiiusafcu.com

Rodney is a graduate of University of Hawaii and has been in the financial services industry since 1997. He is registered through our broker/dealer, CUSO Financial Services, L.P. Rodney focuses on retirement planning and education funding and holds the designation of CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Plans SpecialistSM. Along with his teammates, Dwayne Maki and Valerie Shigeta, Rodney serves members at the Ala Moana, Kaneohe and Pearl City branches. He is registered in Hawaii, Arkansas, California, Connecticut, Michigan, Nevada, New York, Ohio, Utah, and Washington.


 


Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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HawaiiUSA FCU For more information, call HawaiiUSA FCU at (808) 534.4300 or toll-free (800) 379.1300, click or visit one of our branches.

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