Megan Takagi, CFP®
Partner, Director of Business Development
Megan has always been drawn to in-depth conversations that drive to the heart of why we bother to save and invest our money, how to use it in impactful ways, and what matters most to each of us at the end of the day. With a background in human resources, teaching, and non-profit management, Megan loves building community, supporting her team members in their growth, and finding new ways of inspiring and helping clients.
Megan joined Takagi & Takagi in 2012 after many years of searching for that beautiful trifecta of career criteria: practical, challenging, and fulfilling. This artsy English major has found her niche in the family’s finance and insurance business as Takagi & Takagi’s Director of Business Development. She works on a variety of strategic initiatives aiming to consistently improve the client experience, enhance technology and communication methods, cultivate community partnerships, oversee employee wellness, and develop educational materials and new content. Megan earned the designation of CERTIFIED FINANCIAL PLANNER™ in 2016, and maintains securities licenses Series 7 and 66, plus Life, Health and Variable Annuity Insurance licenses.
Megan lives in Seattle but maintains strong ties with the office and local community, continuing to serve on the board of the YMCA Camp Erdman on the North Shore of Oahu, and volunteering with Church of the Crossroads. She is the past Director of Advocacy & NextGen Engagement of the NextGen Advisory Board for her national independent broker dealer Royal Alliance Associates, and is the past Director of NexGen and board member of the Financial Planning Association of Hawaii. She has recently taken up ballet, piano, drawing, painting, and fly fishing, and is currently writing and illustrating her first children’s book.