Nick Takahashi,
CRPC® Managing DirectorWith over a decade of experience in the wealth management industry – and with a track record of helping individuals and families navigate the complexities of their finances – Nick Takahashi believes he has built a reputation for delivering thoughtful, personalized strategies that empower his clients to pursue their financial and retirement goals.
Throughout his career, Nick has held leadership roles where he guided teams of advisors, fostered collaborative environments and championed a client-first philosophy. Today, he leads his team with the same skills and principles at Takahashi Retirement Group of Raymond James.
Nick earned his bachelor’s degree in economics from the University of California, San Diego, where he was also a scholar-athlete on the water polo team. He remains actively involved with the university’s athletics board, continuing to support student-athletes and the broader campus community.
His approach as an advisor is deeply rooted in building long-term relationships and helping to provide clarity throughout life’s most important financial decisions. He currently holds the Chartered Retirement Planning Counselor℠ designation, signaling his ability to help clients reduce financial stress and feel well cared for. His experience also spans retirement planning, investment strategy and wealth preservation.
Originally from Pasadena, California, and now based in Las Vegas, Nick enjoys an active lifestyle that includes surfing, snowboarding, golf and masters water polo. He also finds fulfillment in mentoring and spending time with his wife, Kristy and daughter, Tori.
His guiding principle: “Lead with integrity, serve with purpose,” serves as a reflection of both his professional values and personal outlook.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Awards
- Forbes Best-In-State Wealth Advisors 2024
- Forbes America’s Top Next-Gen Wealth Advisors 2022
- Financial Planning Top 40 Brokers Under 40 2022
The Forbes America’s Top Next-Gen Wealth Advisors, 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. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 100 individuals won the America’s Top Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of 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. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/top-next-gen-advisors/
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.
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.
The Forbes Next-Gen Wealth Advisors Best-In-State 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 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/21 to 3/31/22 and was released on 8/3/22. 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 go to https://www.forbes.com/best-in-state-next-gen-advisors/#37b154e025ae
