Nick Takahashi is a highly respected financial advisor with an unwavering dedication to his clients' financial success. With a career spanning over a decade, Nick has consistently demonstrated expertise in the financial services industry.
Nick's journey began at Wachovia Securities, where he quickly distinguished himself.
In 2013, Nick made the strategic decision to join Morgan Stanley, a move that would shape the trajectory of his career. At Morgan Stanley, Nick's leadership skills shone brightly as he cultivated a team of seven advisors, fostering a collaborative environment focused on delivering quality wealth management solutions.
Under Nick's guidance, the team at Morgan Stanley flourished. Nick's performance and commitment to client satisfaction earned him recognition within Morgan Stanley.
Nick's dedication to quality has not gone unnoticed by industry peers and publications. Financial Planning Magazine honored Nick in 2022 as one of the Top 40 Advisors Under 401, applauding his innovative approach and leadership within the field. Additionally, Forbes recognized Nick's achievements in 2023 by naming him to their America’s Top Next-Gen Wealth Advisors list2, as well as acknowledging him in 2024 for being among the Best-In- State Wealth Advisors3 and the Best In State Wealth Management Teams4.
In May of 2024, Nick embarked on a new chapter in his career by joining Raymond James. This strategic move underscores Nick's commitment to maintaining client-centric relationships, free from the constraints of corporate objectives. By aligning himself with Raymond James, Nick reaffirms his dedication to prioritizing his clients' financial well-being above all else.
A graduate of the University of California, San Diego (UCSD), Nick holds a Bachelor's degree in economics. During his time at UCSD, Nick not only excelled academically but also made significant contributions to the athletics community. He was a standout member of the water polo team, lettering for four consecutive years as a scholar-athlete. Today, Nick remains actively involved with UCSD as a valued member of the athletics board, where he continues to contribute his expertise and support to the university's sports programs.
In addition to his professional accomplishments, Nick is an avid athlete and outdoor enthusiast. He remains deeply engaged in the sports he loves, including masters water polo, surfing and golf. Nick's passion for athletics not only keeps him physically active but also serves as a source of inspiration and rejuvenation.
Outside of his professional and athletic pursuits, Nick treasures spending quality time with his family. Whether it's exploring the great outdoors or simply enjoying each other's company at home, Nick cherishes every moment he gets to share with his loved ones.
With a proven track record of expertise, a commitment to excellence, and a passion for life both in and out of the office, Nick Takahashi continues to be a trusted advisor and is dedicated to integrity in the financial services industry.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.
1 Each year Financial Planning ranks the highest-producing advisors in wealth management who are under 40. Over 400 candidates were considered and 40 were chosen to receive the each list: the Top 40 Advisors Under 40 and the Top 40 Regional Advisors Under 40. Nominees for the rankings were 39 or younger as of Dec. 31, 2021, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers. Production and AUM figures are as of Sept. 30, 2021. This ranking is based upon the period from 10/01/2020 to 09/30/2021 and was released on 02/01/2022. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning is not affiliated with Raymond James.
2 The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 100 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to https://www.forbes.com/sites/rjshook/2017/07/25/americas-top-next-generation-wealth-advisors-state-by-state-3/?sh=1723fead739b.
3 The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
4 The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.