About Reid Kitagawa

 

Education

I received my Bachelor of Business Administration with a focus on Marketing from Western Washington University. I returned to WWU to earn my MBA in 2016.

While I learned a lot in school, I continue to educate myself daily. I strive to follow Charlie Munger’s lead by attempting to go to bed smarter than I woke up.

Experience

I have been in the financial services industry since 2013. I have worked in operations roles and advisor roles in large and small companies, but always focus on gaining a better understanding of the industry to provide better service to people.

I encourage you to look me up on FINRA Brokercheck under CRD# 6206066.

Financial Independence

I have always wanted to be independent. I have been lucky enough to find mentors and resources to reach a point where I live the life I want. Now, I enjoy helping others to find their clearest path to doing so.

I help people achieve financial independence by educating clients, providing investment management, and financial planning. I also help people with goal setting to ensure they live life how and when they want.