Larry Takahashi Financial Service

Our Firm

At Larry Takahashi Financial Services, we are dedicated to helping individuals and families achieve their financial goals and secure their financial future. With over twenty years of experience in the financial industry, our team is led by Larry Takahashi, a CERTIFIED FINANCIAL PLANNER professional, an Accredited Investment Fiduciary (AIF) and a Certified Public Accountant (inactive). Our expertise spans across a wide range of services, from retirement planning to investment management.

Who We Serve

We specialize in providing personalized financial solutions to individuals seeking assistance in addressing their retirement concerns and priorities. Our services are tailored to help you achieve your goals in life, whether it's creating a comfortable retirement or securing your financial future.

Our Commitment to You

At Larry Takahashi Financial Services, our commitment to you is to provide you with the personalized financial solutions that take into account all aspects of your life. We believe in building deep and meaningful relationships with our clients, and strive to serve you through every stage of your financial journey. Our team is dedicated to offering guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

Our Process

Our comprehensive advisory process is designed to uncover what is most important to you, personally and financially, in order to put together the best possible long-term plan. Our team takes the time to get to know you and your unique financial goals, and works with you to develop a tailored plan that aligns with your values and priorities.

Retirement Planning

Are you on track to have a successful retirement? Our retirement planning process will help provide the peace of mind that you will be on track to enjoy the lifestyle you envision for retirement as well as achieve your goals in life.

Investment Planning

For most of us, investing is what makes it possible to achieve our goals in life. Our process incorporates the research of many great thinkers and economists, including pioneers in behavioral finance and 11 Nobel laureates.

Retirement Education

Learn how to avoid the 10 biggest retirement planning mistakes! Discover how to save money on taxes, manage investment risk in your portfolio, and more.

Professional Bio

Larry Takahashi, our founder and financial advisor, is a seasoned professional with over twenty years of experience in the financial industry. With a background in accounting and finance, Larry has developed a unique expertise in wealth management and retirement planning. He is dedicated to helping his clients achieve their financial goals and secure their financial future.