Hawaii State Investment Services
Available through CUSO Financial Services, L.P.
Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Take advantage of the services we offer and let our CUSO Financial Services, L.P. (CFS)* financial representatives help you reach your financial goals.
Kimura is the Program Manager of the Hawaii State Investment Services Section. Registered through CUSO Financial Services, L.P. (CFS)* he oversees the investment program provided to members.
Kimura works directly with credit union staff, members, and our CFS team. He assists his clients with determining retirement planning, strategic asset allocation and wealth transfer strategies. He is committed to providing members access to sound and honest investment advice and solutions.
Kimura, a CFS financial advisor, previously with Edward Jones Investments, also ran his own company, Kimura Financial, Inc. He served as vice president and investment consultant at Central Pacific Bank for ten years, in addition to his experience with PaineWebber (now UBS).
Kimura received a bachelor’s of science degree from the University of Oregon. He holds the FINRA Series 7, 63, and 65 securities licenses. He also holds the State of Hawaii life and health insurance license.
* 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 Hawaii State Federal Credit Union. Hawaii State Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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.
** Offer valid through December 31, 2023, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $50 for rollovers between $5,000-$49,999.99 and $100 for rollovers of $50,000 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule an appointment with CFS by December 31, 2023, to receive this offer. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value.
Before deciding whether to retain assets in an employer sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.