About Reid Matsushima - Professional

"I aim to passionately impact my community by serving families and businesses with comprehensive financial planning while also giving time and resources to charity. We support our community based on Our Values."

WANTED A CAREER HELPING PEOPLE

Reid began his career with Northwestern Mutual by searching for an internship in financial planning with earning potential while attending the University of California, Irvine. Northwestern Mutual was named as having one of America's "Top 10 Internships" and has been for 25+ consecutive years. Reid was looking to receive solid training and support while also providing real experience. Working alongside career representatives while getting investment and insurance licensed was a great way to start in the industry.  

EARLY STARTER BUILDS A SUCCESSFUL BUSINESS

After graduating early from University of California, Irvine, Reid converted to a full-time Financial Representative contract. After getting off to a fast start with Northwestern Mutual, he moved his practice back home to Hawaii in December 2005.

Reid has had several leadership roles with the Hawaii office such as its L.E.A.D. program, followed by becoming a College Unit Director, and then a Field Director. L.E.A.D. is a leadership program designed to identify and develop successful individuals who are motivated to help others succeed. Wanting to pay forward the great experience he had with his internship, Reid started an internship program in the Hawaii office which has produced many of our current top full-time Financial Representatives.

Today, Reid and his team enjoy helping physicians, business owners, baby boomers, and families meet their financial goals. We serve our clients by providing strategic, comprehensive advice and help educate them about wealth management strategies and solutions.

Certifications & Designations

  • CFP® – The CERTIFIED FINANCIAL PLANNER™ professional certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.

  • CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.

  • ChFC® - Chartered Financial Consultant®  is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.

 

Awards & Recognition

  • Million Dollar Round Table Qualifying Member (2015-2022)
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

  • National Association of Insurance and Financial Advisors Quality Award (2011-2017)
    • Award recognizing commitment to excellence in service to clients and industry

  • National Quality Award (2007-2010)
    • Award recognizing persistency and performance

Registrations

  • Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 7 - All Security Products
  • Series 66 - Investment Advisor

Currently licensed in:

HI, AZ, CA, CO, DC, FL, GA, IN, MD, MI, MN, MT, NC, NV, NY, OR, PA, SC, TX, VA, WA, WI, WY, and are always willing to add registrations to serve our Clients!

Associations and Memberships

Personal

My family and I grew up in Kailua, HI. My sister and I attended the same elementary school our parents did. I graduated from Punahou in 2001 and moved away to attend the University of California, Irvine which is how I was first introduced to Northwestern Mutual through its internship program. While I valued my time living in the mainland, Hawaii is my home.

Growing up, I spent a lot of time playing sports and still try to find time to be active today. My wife, Becca, and I are blessed with our three kids who keep us busy. We are back home in Kailua after purchasing a place to raise our family in. When I’m not spending time with Becca, our kids, and our two dogs Chance and Cruz, or getting exercise, we look for ways to spend time supporting our community through service projects.