Hawaii state investment services

Invest in your future with tailored financial planning solutions.

Our expert advisors can help you reach your life, retirement, and legacy goals.

Contact or schedule an appointment online today to set up a no-cost, no-obligation consultation.

Michael Horton
Michael Horton
CRPS®, Senior Financial Advisor
Daniel Krase
Daniel Krase
Financial Advisor
Ross Kumasaki
Ross Kumasaki
Financial Advisor
Sean Umetsu
Sean Umetsu
CFP®, Senior Financial Advisor
Regan Yamada
Regan S. Yamada
Senior Financial Advisor
Kimberly I. Weitzel
Kimberly I. Weitzel
Financial Advisor
Hans Medina, Financial Advisor
Hans Medina
Financial Advisor
David Kimura
David J. Kimura
Investment Program Manager
Victoria Berry
Victoria Berry
Associate Financial Representative
Shanelle Macaraeg
Shanelle Macaraeg
Client Services Associate
Our Broker-Dealer
Cetera Investment Services

We’re affiliated with Cetera Investment Services¹, one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obligations to investors like you.

But their support for our relationship goes well beyond executing trades. We have the independence and freedom to recommend the financial solutions that best suit your needs—no sales quotas to fulfill or proprietary products to push—ensuring your objectives are what drive all decisions, while Cetera Investment Services’ network of people and resources help us pursue your unique goals and vision for the future.

Disclosures
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1. Hawaii State Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance AgencyLLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers are affiliated with the financial institution where investment services are offered. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.