Reid Matsushima
CERTIFIED FINANCIAL PLANNER™ Professional | Wealth Management Advisor
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Honolulu County, HI, US
- LinkedIn followers
- 500 followers
About Reid Matsushima
I am grateful that I love what I do. As a CERTIFIED FINANCIAL PLANNER™ Professional and…
Experience
Wealth Management Advisor
Feb 2004 — Present · Honolulu, HI, US
My mission statement is to passionately impact my community by providing first class quality financial planning for families and businesses while also giving my time and financial resources to charity. I serve my family, clients, friends, community, and the reps I lead based on values of caring, integrity, and work ethic.As an advisor, we work to offer financial planning services and provide a mutual benefit to the people we meet by helping them achieve financial & emotional security through a detailed analysis & applying proper solutions. I operate my practice through Northwestern Mutual because it allows me to use both our office and Network as support. The advantage of having an option to partner with an elite team of local specialists who have over 100 years of combined experience and access to its corporate resources has proved highly beneficial for my clients. Our office is growing! We\'ve been adding talented, hardworking, & trustworthy reps from different careers like accountants, engineers, & attorneys in addition to growing our office through the internship program which Northwestern Mutual has been recognized as a Top Ten Internship. Please contact me if someone you think highly of comes to mind. I’d love the chance to share with them why we’re so excited about our growth!
Education
University of California, Irvine
Bachelors, Economics
2001 — 2005
The American College
Chartered Financial Consultant (ChFC) & Chartered Life Underwriter (CLU)
2007 — 2009
Skills
- Management
- Financial Planning
- Marketing
- Public Speaking
- Bloomberg
- Strategic Planning
- Social Networking
- Budgets
- Finance
- Strategic Financial Planning
- Mergers & Acquisitions
- Time Management
- Entrepreneurship
- Insurance
- Nonprofits
- Analysis
- New Business Development
- Social Media
- Financial Services
- Event Planning
- Powerpoint
- Economics
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