Project Description

Megan Takagi
Megan TakagiFinancial Advisor

500 Ala Moana Blvd., Two Waterfront Plaza, Suite 301
Honolulu, HI 96813
(808) 523-6840 ex.27

Megan joined Takagi & Takagi in 2012, and works with her father David to provide comprehensive financial planning solutions and ongoing client education. With a background in human resources, teaching, and non-profit management, she is especially interested in pairing modern technology and efficient processes with 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 fascination for behavioral finance and meaningful, deliberate work, Megan tries to find new ways of inspiring clients to set intentional, measurable goals, so that they may feel confident and empowered throughout their lives.

Megan specializes in strategic initiatives and business development for Takagi & Takagi. She aims to constantly improve the client experience, enhance technology and communication methods, coordinate partnerships, and develop educational materials and website content. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses Series 7 and 66, along with Life, Health and Variable Annuity Insurance licenses.

A Punahou High School alumna, Megan graduated cum laude from Whitman College before teaching English in Japan. Immediately prior to joining Takagi & Takagi, she coordinated operations and volunteer management as the Program Director of a non-profit organization in Seattle. Now back in her hometown after being away for 11 years, Megan enjoys singing, traveling, photography, and attending a book club. She sits on the Millennial Advisory Board for her national independent broker dealer Royal Alliance Associates, and helps coordinate educational, social, and volunteer activities for the next generation of financial professionals in her position as Co-Director of NexGen, on the board of the Financial Planning Association of Hawaii.

After a great experience teaching financial literacy to kids through the Junior Achievement of Hawaii program, one of Megan’s long-term goals is to develop a sustainable pro-bono sector of Takagi & Takagi, in order to serve low-income families and students. She lives in Kaimuki with her two cats, and plans on writing a children’s book some day.