Skip to content
Connect with us
  • T: +1.949.734.2285
linkedinenvelope

Takahashi Retirement Group of Raymond James

Takahashi Retirement Group of Raymond JamesTakahashi Retirement Group of Raymond James
  • Home
  • Your Team
    • Your Team
    • Advisors
      • Advisors
      • Nick Takahashi
      • James Zapotocky
      • Stephen Ellingsen
      • Sean Tsaconas
      • Joshua Yocam
      • Luka Vasiljevic
      • Michael Ortega
    • Support Team
      • Support Team
      • Jamie Lane
      • Tim Duffy
    • About Raymond James
    • Awards & Recognition
  • Who We Help
    • Who We Help
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Pre-Retirees
    • Athletes
  • Our Services
    • Our Services
    • Our Process
    • FAQs
  • Resources
    • Resources
    • Insights & Commentaries
    • Client Access Videos
    • Subscribe to Insights
  • Connect
    • Connect
    • Events & Seminars
    • Introduce Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Newport Beach, CA
    620 Newport Center Dr. Suite 1450 Newport Beach, CA 92660 T: +1.949.734.2285
    Map and Directions Map and Directions
  • Las Vegas, NV
    10801 W. Charleston Blvd. Suite 120 Suite 120 Las Vegas, NV 89135 T: +1.702.551.4150
    Map and Directions Map and Directions
Reset All Filters
May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Housing market 2026: frozen, not broken
5/22/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity

We’re here to help you. Let’s Talk.

linkedinenvelope

Takahashi Retirement Group of Raymond James

Takahashi Retirement Group of Raymond JamesTakahashi Retirement Group of Raymond James
  • 620 Newport Center Dr. Suite 1450 Newport Beach, CA 92660
  • +1.949.734.2285
  • Map & Directions
  • Map & Directions
  • 10801 W. Charleston Blvd. Suite 120 Suite 120 Las Vegas, NV 89135
  • +1.702.551.4150
  • Map & Directions
  • Map & Directions
Let’s talk

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.


Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use