Doris K. Saki
Wealth Advisor
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
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