As a member of Wailuku Federal Credit Union you have access to investment services with Doris K. Saki at LPL Financial.
She is a Registered Representative, Registered Principal, Investment Advisor Representative and State of Hawaii Licensed Life, Annuity, Health and Disability Producer with LPL Financial.
After working in the insurance industry in the early part of her career, she slowly transitioned and worked at national brokerage firms starting as a Registered Sales Assistant and defining her skills to be a Financial Advisor.
Doris enjoys her free time with her husband, Chad, children Brandt, Jessica and Micah and two grandchildren Payje and Harper.
Client Focused Wealth Management
Investment strategies focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.
Services and Strategies for your Wealth Management Needs:
- Retirement planning
- Business strategies
- Investment planning
- Estate planning
- Long Term Care Insurance
- Education planning
- Risk management
- Tax strategies
Doris's Background
LPL Financial; Wealth Advisor 08/2018 to current
Wells Fargo Advisors Financial Network, LLC; Financial Advisor/Registered Sales Assistant 05/2009-08/2018
Wachovia Securities Financial Network, LLC; Registered Sales Assistant 01/2005-05/2009
UBS Financial Services Inc; Registered Sales Assistant 08/1998 – 01/2005
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wailuku Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of Wailuku Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wailuku Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial representative associated with his website may discuss and/or transact securities business only with residents of the following states: AK, HI, CA, CO, NV, OK, OR, WA, TX, WI