HONOLULU – Hawaii State Federal Credit Union (Hawaii State FCU) is pleased to welcome Kimberly Weitzel as financial advisor for Hawaii State Investment Services, a division of the credit union providing investment, retirement and financial planning services to members through CUSO Financial Services LP.* In her position, Weitzel will provide strategic financial management solutions for clients interested in investing, estate and retirement planning, retirement spending, long-term care solutions and more. Weitzel will be based out of the Mililani and Kapolei branches.
“As we strive to equip our members with the knowledge and tools needed to help them achieve long-term financial success, Kimberly’s wealth of experience in financial planning will be a valuable resource,” says Andrew Rosen, president and CEO of Hawaii State FCU. “We’re pleased to welcome Kimberly to our team of expert financial advisors as Hawaii State FCU continues to grow.”
Weitzel joins Hawaii State FCU with more than 15 years of experience in the financial industry. She was most recently 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 for the Aloha Diaper Bank. She received her Bachelor of Science in Business Administration from Hawaii Pacific University.