David Takagi
Partner, Financial Advisor
(808) 531-2399
David enjoys photography and golf, is a member of Church of the Crossroads, and sits on the Board of Directors for Hawaii Opera Theatre. After working with his brother and sister for many years, he is thrilled to see the next generation...
Taea Takagi
Partner, Financial Advisor
(808) 531-2399
She currently serves on the board of her elementary alma mater, Montessori Community School. She loves spending time with her two sons, hiking on quiet trails around Tantalus, and going to the beach.
Megan Takagi, CFP®
Partner, Director of Business Development
(808) 531-2399
Megan loves to dance ballet, paint watercolors, fly fish in Montana, and volunteer as a Paramount Theatre usher. She has always been drawn to in-depth conversations that drive to the heart of why we bother to save and invest our money..
Grant Jones
Partner, Financial Advisor
(808) 531-2399
A lifelong surfer growing up on the Eastern Shore of Maryland, Grant was drawn to Oahu’s waves after completing his Bachelor’s degree in Geography from the University of Maryland. He enjoys golfing and spending time with his two sons.
Karen Vance
Partner, P&C Insurance Manager
(808) 531-2399
Karen is a graduate of the William S. Richardson School of Law. She has known the Takagi family since 1989, when she and Megan became friends at Lunalilo Elementary School. She is a certified yoga instructor and in her free time she...
Marie Iwasaki
Financial Paraplanner
(808) 531-2399
Marie enjoys surfing, hiking, yoga and producing artwork. Her artwork reflects personal and conceptual ideas through symbolism and metaphorical imagery, often depicting her close relationships with family and friends; some pieces have...
Myrna Bermundo
Assistant to Taea Takagi-Jones - P&C Insurance
(808) 531-2399
In her spare time Myrna enjoys reading, walking with her sister, and attending Zumba classes.
Joann Tagaca
Administrative Assistant
(808) 531-2399
Joann enjoys staying active by going on hikes, walks, and working out. She also loves going to the beach and spending time with family and friends.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.
Conversations about money can be awkward...
...but not as awkward as our childhood photos. If we can show you these, you can show us your finances, like that forgotten 401k account from ten years ago.