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Lori F

Series 66

Honolulu, HI

LPL Enterprise

Lori Fujikawa Casey is a financial advisor with LPL Enterprise, holding a Series 66 designation and having 22 years of industry experience. She has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. Outside of her advisory role, she serves as a non-voting advisory board member of the Japanese Women's Society Foundation in Honolulu. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios developed by its own research department and third-party strategists, and it also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Katherine S

ChFC®

Honolulu, HI

LPL Enterprise

Katherine Sadowski is a ChFC® credentialed advisor at LPL Enterprise with one year of industry experience. Her prior roles include positions at Tao Investments, HR Block, Homeword Inc, Rutherford McDonald and Olson CPA firm, and the National Outdoor Leadership School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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