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. David Takagi Financial Advisor (808) 523-6840 ext 26 (808) 531-2399 david@takagiandtakagi.com Megan Takagi, CFP® Director of Business Development (808) 523-6840 ext 27 (808) 531-2399 megan@takagiandtakagi.com Taea Takagi-Jones Financial Advisor (808) 523-6840 ext 21 (808) 531-2399 taea@takagiandtakagi.com Grant Jones Financial Advisor (808) 523-6840 ext 20 (808) 531-2399 grant@takagiandtakagi.com Marie Iwasaki Financial Paraplanner (808) 523-6840 ext 28 (808) 531-2399 marie@takagiandtakagi.com Karen Vance Account Manager for David Takagi - P&C Insurance (808) 523-6840 ext 24 (808) 531-2399 karen@takagiandtakagi.com Myrna Bermundo Assistant to Taea Takagi-Jones - P&C Insurance (808) 523-6840 ext 23 (808) 531-2399 myrna@takagiandtakagi.com Verne Takagi Retired (808) 523-6840 (808) 531-2399 taea@takagiandtakagi.com Sharon Yamamoto Part-Time Staff Member (808) 523-6840 (808) 531-2399 Joann Tagaca Administrative Assistant (808) 523-6840 ext 25 (808) 531-2399 joann@takagiandtakagi.com
