Grant Jones


Grant joined Takagi & Takagi in 2019 after spending ten years on Oahu in the local solar industry. As Senior Project Manager for REC solar, his responsibilities included oversight and coordination of all commercial projects across the Hawaiian Islands, developing client relationships, sourcing subcontractors and engineers, and managing related financials.

Grant joins David and Megan’s team […]

Verne Takagi


Verne was born and raised on Oahu and graduated from Iolani High School. He received his Bachelor of Fine Arts from the University of Hawaii. Verne joined the family business in 1978. Verne is currently the office’s First Line Supervisor (FLS), overseeing the activity of several Registered Representatives.

Verne is a CFP® Professional and currently holds […]

Megan Takagi


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 […]

David Takagi


Born and raised on Oahu, David attended Iolani High School before receiving his Bachelor of Arts in History and Masters of Arts in Teaching from the University of Redlands in California. He returned to Honolulu in 1975 and began working with his father Douglas Takagi, one of Hawaii’s most well-known insurance agents at the time, […]

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NWF Advisory Group | 11835 W. Olympic Boulevard | Suite 1150 East | Los Angeles, CA 90064 | Phone: (310) 475-5854 | Fax: (310) 207-1628

The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. Insurance products are also offered through New World Financial and Insurance Services, Inc. which is not affiliated with Royal Alliance, Inc. Royal Alliance Associates, Inc. does not offer tax or legal services. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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