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David Takagi

David Takagi

Financial Advisor

Fax:
(808) 531-2399
Assistants:

Marie Iwasaki - Paraplanner - marie@takagiandtakagi.com, Karen Vance - P&C Insurance Manager - karen@takagiandtakagi.com

Specialities:

Retirement Planning

Investment Management

Insurance Solutions

Pre-Retirees & Retirees

Small Business Owners

Intergenerational Wealth Planning

Languages

Artisan Capital Partners

About David Takagi

Born and raised on Oahu, David received a BA in History and MA in Teaching from the University of Redlands in California. He returned to Honolulu in 1975 and began working with his father Douglas Takagi. Joined later by his brother Verne (who retired in 2020 after 42 years) and sister Joyce (who retired in 2019 after 35 years), David has enjoyed working in the family business for over 50 years.

David's practice serves individuals, families, small businesses, and non-profit organizations. He currently holds securities licenses Series 6, 22, 63, and 65, along with Life, Health, Property & Casualty, and Variable Annuity Insurance licenses. David is the Insurance Board Agent for Hawaii, serving United Church of Christ, the Christian Church (Disciples of Christ), Presbyterian Church (USA), the Alliance of Baptists, and the Evangelical Lutheran Church in America. He has been an Insurance Agent with John H. Connors Insurance since 1997.

David enjoys photography and golf, is a member of Church of the Crossroads, and sits on the Board of Directors for Hawaii Opera Theatre. After working with his brother and sister for many years, he is thrilled to see the next generation stepping into leadership roles. His niece Taea joined Takagi & Takagi in 2008, his daughter Megan joined in 2012, and his nephew-in-law (Taea's husband) Grant became part of his team in 2019.

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