HONOLULU — Hawaii State Federal Credit Union (Hawaii State FCU) has hired Lloyd Sugano as a 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 (CFS).* He is based out of Hawaii State FCU’s Member Call Center.
Sugano 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.
*Non-deposit investment products and services are offered through CUSO Financial Services LP (“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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.