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Daniel  Krase

Daniel Krase

Senior Financial Advisor

Schedule an Appointment:
Ali‘i Branch  |  Kaimuki Branch   |  Kapahulu Branch at Safeway

Krase is registered through CUSO Financial Services, L.P. (“CFS”)*. With more than 17 years of experience in the financial service industry, Krase’s approach is to truly get to know his clients’ financial situations so he can tailor personalized financial planning strategies to achieve all of their goals, with a focus on asset allocation and risk management. He holds his Series 7 and 66 securities licenses, as well as Hawaii life insurance license.

Krase got his start learning about financial planning and wealth preservation in an affluent and diverse market, transitioning to the Chicago Mercantile Exchange to become a trader in the equity market. He soon realized his passion was helping people create a better financial future, and he began to advise clients in downtown Chicago for 14 years, the last 10 years with J.P. Morgan Chase. Krase worked closely with attorneys on financial management for clients dealing with trusts, estates, and family dissolution. He also volunteered his time teaching financial literacy and budgeting workshops in churches and inner-city schools. Krase is based out of Hawaii State FCU’s Ali’i Branch, Kaimuki Branch and Kapahulu Branch at Safeway.