Broker Check
Marie Iwasaki

Marie Iwasaki

Financial Paraplanner

Marie joined the Takagi & Takagi team in 2015. She is a graduate of the University of Hawaii at Manoa, with a Bachelor’s degree in Studio Art and a teaching certificate in Secondary Education. She utilizes her experience in teaching to stay organized and her artistic training to think creatively and maintain an open mind during problem-solving. One of her favorite challenges is researching and utilizing technology to find efficient solutions and answer clients' questions.

Marie became securities licensed in Series 7 and 66 in 2021. As the Financial Paraplanner for investment clients of David, Grant, and Megan, she prepares comprehensive financial plans and analyses, performs portfolio rebalancing and maintenance, oversees the client database and CRM workflows, and supports all securities servicing needs.

In her spare time, 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 been featured in local art shows and cafes. Marie also designed the Takagi & Takagi circle logo featured on this website.