Investment Services

Contact or schedule an appointment online with one of our CFS* financial representatives today to set up a no-cost, no-obligation consultation.

Horton is registered through CUSO Financial Services, L.P. (“CFS”)*. He has nearly 20 years of financial planning experience, specializing in Holistic Financial Planning, including retirement planning, life insurance, long-term care, and portfolio management. Horton holds his Series 7, 65, and 66 securities registrations as well as life and health insurance licenses.

Horton was most recently with the investments team at First Hawaiian Bank, where he helped clients with financial planning needs for 18 years. He is a graduate of the University of Hawaii at West Oahu, and has been a Chartered Retirement Plans Specialist (CRPS) since 2011. Horton is based out of Hawaii State FCU’s Kaneohe Branch and Salt Lake Branch.

Krase is registered through CUSO Financial Services, L.P. (“CFS”)*. With more than 17 years of experience in the financial service industry, Krase’s approach is to truly get to know his clients’ financial situations so he can tailor personalized financial planning strategies to achieve all of their goals, with a focus on asset allocation and risk management. He holds his Series 7 and 66 securities licenses, as well as Hawaii life insurance license.

Krase got his start learning about financial planning and wealth preservation in an affluent and diverse market, transitioning to the Chicago Mercantile Exchange to become a trader in the equity market. He soon realized his passion was helping people create a better financial future, and he began to advise clients in downtown Chicago for 14 years, the last 10 years with J.P. Morgan Chase. Krase worked closely with attorneys on financial management for clients dealing with trusts, estates, and family dissolution. He also volunteered his time teaching financial literacy and budgeting workshops in churches and inner-city schools. Krase is based out of Hawaii State FCU’s Ali’i Branch and Kaimuki Branch.

Kumasaki is a financial advisor for Hawaii State Investment Services Section. He is registered through CUSO Financial Services, L.P. (“CFS”)* and with more than 10 years of experience in the financial services and insurance industries. He is committed to providing sound financial advice to members at all steps of their financial journeys. Assisting them with investment and insurance strategies for retirement planning, wealth building, asset transfer to future generations, and more.

Previously Kumasaki was a vice president and financial consultant for American Savings Bank. He received his Bachelor of Business Administration in Business Management from the University of Miami. He also holds the FINRA Series 6, 7, 63, and 65 securities licenses, as well as the State of Hawaii life and health insurance license. Kumasaki is based out of Hawaii State FCU’s Mililani Branch and Member Service Call Center.

Sugano is registered through CUSO Financial Services, L.P. (“CFS”)* and draws from more than 25 years of experience in financial services to offer personalized strategies for retirement planning, investing, education funding and life insurance. He works closely with credit union members as well as business owners, providing investment services and products to help clients achieve their financial goals. Sugano holds his Series 7, 63 and 66 financial securities licenses, as well as his license on all lines of insurance.

Prior to joining Hawaii State FCU, Sugano worked as a financial advisor at Allstate Financial Services and American Express Financial. He spent 10 years at First Hawaiian Bank, where he served as an insurance advisor and assistant vice president overseeing insurance product sales for branches on Oahu, Kauai, and Hawaii Island. Sugano received his bachelor’s degree from the University of Hawaii, College of Business Administration. Sugano is based out of Hawaii State FCU’s Hawaii Kai Branch and Kahului Branch.

Umetsu is registered through CUSO Financial Services, L.P. (CFS)* and works directly with members on investment and retirement planning as well as preserving and transferring of wealth.

Umetsu was previously at First Hawaiian Bank as a financial consultant for nine years and at Bank of Hawaii for nearly two years. He received his bachelor’s degree and his masters of business administration from the University of Hawaii at Manoa. He is a CERTIFIED FINANCIAL PLANNER™ professional and is securities licensed and insurance licensed in Hawaii. Umetsu is knowledgeable in employee benefits and retirement planning, estate planning, investment management and insurance. Umetsu is based out of Hawaii State FCU’s Main (Halekauwila) Branch and Queen Street Branch.

Yamada is registered through CUSO Financial Services, L.P. (“CFS”)* and will provide a wide range of investment and insurance solutions to help clients achieve their financial goals. He specializes in helping members with investment and retirement planning as well as wealth preservation and wealth transfer strategies. Prior to joining Hawaii State FCU, Yamada served as a financial consultant at First Hawaiian Bank and American Savings Bank. He has been a licensed life and health insurance agent since 1977. Yamada is based out of Hawaii State FCU’s Pearlridge Branch.

Weitzel is registered through CUSO Financial Services, L.P. (“CFS”)* and has more than 15 years of experience in the financial industry. She provides strategic financial management solutions for clients interested in investing, estate and retirement planning, retirement spending, long-term care solutions and more.

Previously Weitzel was a wealth advisor at First Hawaiian Advisors / Raymond James Financial Services, Inc. Prior to that, she was vice president and financial advisor at Bankoh Investment Services, Inc. Weitzel serves as a director advisor for the Aloha Diaper Bank. She received her Bachelor of Science in Business Administration from Hawaii Pacific University. Weitzel is based out of Hawaii State FCU’s Ewa Beach Branch and Kapolei Branch.