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Takahashi Retirement GroupTakahashi Retirement Group
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  • NewportBch Sat-NGQ01
    660 Newport Center Drive, Suite 250 Ste 250 Newport Beach, CA 92660 O: 949.734.2285
    Map and Directions Map and Directions
  • Las Vegas - NGQ
    410 South Rampart Blvd., Suite 390-355 Las Vegas, NV 89145 O: 702.551.4150
    Map and Directions Map and Directions

Detailed planning is OUR CORE CAPABILITY

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

Takahashi Retirement Group team photo

Meet our Financial Team

Nick Takahashi, CRPC
Nick Takahashi, CRPC™
Managing Director Chartered Retirement Planning Counselor, CRPC
James Zapotocky
James Zapotocky
Senior Vice President, Wealth Management
Stephen Ellingsen
Stephen Ellingsen
Senior Vice President, Wealth Management
Sean Tsaconas
Sean Tsaconas
Senior Vice President, Wealth Management
Joshua
Joshua Yocam
Vice President, Wealth Management
Luka Vasiljevic
Luka Vasiljevic
Vice President, Wealth Management
Michael Ortega
Michael Ortega
Vice President, Wealth Management
Jamie Lane
Jamie Lynn Lane
Registered Client Service Associate
Yalda Momeni
Senior Client Service Associate
Tim Duffy
Client Service Associate

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

Takahashi Retirement GroupTakahashi Retirement Group
  • 660 Newport Center Drive, Suite 250 Ste 250 Newport Beach, CA 92660
  • O: 949.734.2285
  • Map & Directions
  • Map & Directions
  • 410 South Rampart Blvd., Suite 390-355 Las Vegas, NV 89145
  • O: 702.551.4150
  • Map & Directions
  • Map & Directions

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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