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 often uses her experience in teaching to stay well-organized and her training in art to help her find creative solutions. One of her favorite challenges is researching and utilizing technology to solve problems 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 our database and CRM workflows, and supports client servicing needs.

In her spare time, Marie enjoys surfing, hiking, yoga and producing artwork. Her artwork reflects very personal and conceptual ideas through symbolism and metaphorical imagery that usually represents her close relationships with family and friends. Some of her pieces have been featured in local art shows and cafes. Marie also designed the Takagi & Takagi circle logo featured on this website.