Investment Service

Helping you take care of your 'ohana

For retirement planning, college savings, insurance protection and more

When you need a certified financial advisor in Hawaii who prioritizes your needs, turn to Hawaii Community Federal Credit Union. Steven R. Fassbender is like a member of the family, making sure you're always positioned toward your goals.

Trustworthy investment and insurance guidance
Personalized to your unique needs
Available to members and non-members

Complimentary consultations and customized plans

Your financial security is our priority. Through Koa Financial Services LLC, a Credit Union Service Organization wholly owned by Hawaii Community Federal Credit Union, we can assist you with stocks, annuities, mutual funds, insurance needs assessments and all other financial planning matters.

Steven takes time to listen to your goals and understand your financial situation before crafting a strategy that can help you reach your goals. By supporting each individual and family, our entire community can benefit.

Steven R. Fassbender

Steven R. Fassbender, CFP® ,CLU®

LPL Financial LLC
LPL Registered Principal
808-930-7773
steven.fassbender@lpl.com

Products:

  • Mutual Funds
  • Fixed & Variable Annuities
  • Stocks/Bonds
  • IRAs: Traditional & Roth
  • 401(k) & Rollovers
  • Life Insurance

Services:

  • Financial Planning
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Inheritance Planning
  • Risk Management
  • Portfolio Assessment

Check the background of this investment professional on FINRA's BrokerCheck.

Securities and insurance products offered through LPL Financial LLC and its affiliates. Member FINRA/SIPC.

LPL Financial LLC Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Alabama, Alaska, Arizona, California, Colorado, Hawaii, Idaho, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, Oklahoma, Oregon, Utah, Washington

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