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 develop customized financial solutions to build, preserve, and transfer wealth. Whether it’s for retirement planning, estate planning, education funding, insurance, or investing, he can help to educate and clarify these options. He can make recommendations that best suit your needs and resources. Lester is securities licensed in Hawaii, California, Colorado, and Nevada.


 

Kim Kilmer

Financial Advisor, CUSO Financial Services, L.P.
Phone: (808) 844.8340
Fax: (808) 844.8545
Mobile Phone: (808) 729.2289
E-mail: kkilmer@hawaiiusafcu.com

Kim is a graduate of Stanford University and began providing financial services in 2012. She is registered through our broker/dealer, CUSO Financial Services, L.P. Kim’s goal is to help her clients effectively build, protect, and extend their life savings to last through retirement and potentially beyond for legacy. She also focuses on educating her clients how to avoid common and costly mistakes with their assets, and addressing any financial blind spots that could derail their family situations. She is securities registered in Hawaii.


 

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 securities registered in Hawaii.


 

Kurtis 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. He is registered and licensed for securities in Hawaii, West Virginia and New Hampshire and in Hawaii and New Hampshire for insurance.


 

Stacy 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. Stacy is securities registered in Hawaii.


 

John Kinsaku Larry, CRPC®

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 and holds the designation of Chartered Retirement Planning CounselorSM. 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. John is securities registered in Hawaii, California, Florida, Massachusetts, Nevada, and Washington and insurance licensed in Hawaii, California and Nevada.


 

Dwayne Maki, CFP®

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 is a graduate of the University of Hawaii with a BA in Business Administration/Finance and started in the financial services industry in 1998. He is registered through our broker/dealer, CUSO Financial Services, L.P. and holds the designation of CERTIFIED FINANCIAL PLANNERTM. He works on a team with Rodney Tong and Valerie Shigeta to focus on financial planning, education funding, insurance services, and individual and small business retirement planning. Dwayne is securities registered in Hawaii, California, Florida, Nevada, Colorado, Missouri, New Hampshire, North Carolina, Wisconsin, and insurance licensed in Hawaii, California, Florida, and Missouri.


 

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. Valerie works on a team with Dwayne Maki and Rod Tong. She is securities registered in Hawaii, California, Colorado, Florida, 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. He is securities registered in Hawaii, Arkansas, California, Connecticut, Michigan, Nevada, New York, Oregon, Ohio, Utah, Washington, Arizona, Florida, and Idaho.


 


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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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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