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A wealth management firm only succeeds if the people running it do things for the right reasons. |
Marc M. Takenaga
Attorney & Financial Advisor
Striving to be hardworking, honest and client-focused in every aspect of his role as an attorney and a financial advisor has made Marc the go-to resource for Cartier Financial clients when it comes to retirement income planning, estate planning and investments.
Having worked in the industry for almost 15 years, Marc is responsible for drafting wills and trusts for clients, along with providing various financial services. Committed to a high level of service in financial- and legal-related matters, Marc prides himself on being readily available to answer any question a client might have.
Marc enjoys implementing plans and seeing them come to fruition, finding great satisfaction in helping create plans that work. The best part of his job? Meeting interesting people and hearing about their lives, including where they’re from and where they want to go, and building a foundation for a trustworthy relationship.
To best serve his clients, Marc is a registered representative and investment advisor representative who earned his J.D. in 2002 from the University of San Diego, School of Law. He holds his Series 6, 7, 63 and 66 securities registrations as well as his life insurance license. He is also a notary public and was admitted to the State Bar of California.
When he’s not in the office, you’ll find Marc spending his free time with his young daughter, giving in to whatever she asks for—he can’t help it.
Having worked in the industry for almost 15 years, Marc is responsible for drafting wills and trusts for clients, along with providing various financial services. Committed to a high level of service in financial- and legal-related matters, Marc prides himself on being readily available to answer any question a client might have.
Marc enjoys implementing plans and seeing them come to fruition, finding great satisfaction in helping create plans that work. The best part of his job? Meeting interesting people and hearing about their lives, including where they’re from and where they want to go, and building a foundation for a trustworthy relationship.
To best serve his clients, Marc is a registered representative and investment advisor representative who earned his J.D. in 2002 from the University of San Diego, School of Law. He holds his Series 6, 7, 63 and 66 securities registrations as well as his life insurance license. He is also a notary public and was admitted to the State Bar of California.
When he’s not in the office, you’ll find Marc spending his free time with his young daughter, giving in to whatever she asks for—he can’t help it.
