Megan Takagi

Megan has always been drawn to 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 supporting her team members in their growth and finding new ways of inspiring and helping clients.

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This artsy English major found her niche in the family business as Takagi & Takagi’s Director of Business Development. She works on a variety of strategic initiatives aiming to improve both client and employee experiences, enhance technology and communications, cultivate partnerships, and develop educational 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.

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Megan is the past Director of Advocacy & NextGen Engagement of the NextGen Advisory Board for her national independent broker dealer Osaic Wealth, and is the past Director of NexGen and board member of the Financial Planning Association of Hawaii. She loves to read, paint, dance, and travel, and her decision to become a single mom via IVF will soon be tested with both exhaustion and joy in 2026.