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Matthew Takamatsu, CFP®, AWMA®

Matthew Takamatsu, CFP®, AWMA®

Financial Adviser

Matt has over 9 years of experience working with individuals, families, and small businesses as a financial consultant and portfolio manager. He has dedicated his career to helping his clients plan for every phase of their financial lives: accumulating and growing assets during their working years, protection and income strategies during retirement, and leaving a legacy for future generations.

Born and raised in Honolulu, he obtained his Bachelor's degree in Business Administration from the University of Southern California. Prior to joining Voya Financial Advisors in 2020, he was an Associate Financial Consultant for a Fortune 500 wealth management company.

When he's not serving his clients, he's usually with his wife, Chelsea, playing tennis, or going to UH sporting events. He loves meeting new people and learning new things, so please feel free to say hello and share a story with him!

 

Certifications & Designations:

CERTIFIED FINANCIAL PLANNER™ professional

Accredited Wealth Management AdvisorSM (AWMA®)

 

Licensed in the following states: HI, NV, CO

Hawaii Insurance License: 398421