Broker Check

Our Team

A family business means trust, teamwork, and continuity of service.

Click on photos below for team member bios. To learn more about the professional history of our financial advisors, please visit FINRA’s BrokerCheck.

Megan Takagi

Megan Takagi, CFP®

Director of Business Development

(808) 523-6840 ext 27

(808) 531-2399

Marie Iwasaki

Marie Iwasaki

Assistant to David & Megan Takagi

(808) 523-6840 ext 28

(808) 531-2399

Karen Vance

Karen Vance

Account Manager for David Takagi - P&C Insurance

(808) 523-6840 ext 24

(808) 531-2399

Myrna Bermundo

Myrna Bermundo

Assistant to Verne Takagi - P&C Insurance

(808) 523-6840 ext 23

(808) 531-2399

Sharon Yamamoto

Sharon Yamamoto

Part-Time Staff Member

(808) 523-6840

(808) 531-2399