Matthew Takamatsu, CFP®, AWMA® in

Matthew Takamatsu, CFP®, AWMA®

Critic · DISC type C
Vice President - Financial Consultant at Charles Schwab
📍 Honolulu, Hawaii, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
14 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Honolulu, Hawaii, United States
Personality Overview

How Matthew shows up

Objective Thinker
Negotiator
Information Seeker

They don’t appreciate bells and whistles unless backed by data. They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Priorities

Topics Matthew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2024
Vice President - Financial Consultant
Charles Schwab
2-2023 - 11-2024
Sr Financial Advisor & Planner
Empower
10-2022 - 2-2023
Financial Advisor
Personal Capital
1-2020 - 10-2022
Financial Advisor at Voya Financial Advisors, Inc.
Voya Financial
12-2016 - 11-2019
Associate Financial Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science (B.S.)
University of Southern California
Business Administration and Management
Loyola Marymount University
Education details unavailable
Punahou School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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