Personalized Investment Management for Maximum Comfort of Knowing
Looking for a financial advisor in Los Angeles? Get the attention and expertise you need to help achieve your goals
Today’s financial world is complex, but many financial advisors don’t give you enough time or have the proper experience to help you effectively prepare for the future. TAKWEALTH, located in Torrance CA, harnesses the power of technology to help do more, to help you build wealth in good and bad markets.
TAKWEALTH uses offensive and defensive strategies so volatile markets and world events don’t knock you too far off course. Our technical, data-driven approach combined with attentive service helps you feel organized and confident about your future.
Why We’re Different
Asset Management
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At TAKWEALTH you work directly with our experienced money manager, who knows your needs, preferences and risk tolerances. You’ll also participate in the process so you can better understand the strategies in use.
Intensive Planning and Risk Management
Learn MoreIntensive Planning and Risk Management
Many financial advisors focus on investment return, but you also need help preventing financial setbacks. That’s why at TAKWEALTH, you get intensive financial planning including risk management that helps you get prepared for the unexpected. You’ll get personal service from a CERTIFIED FINANCIAL PLANNER™ professional, who will help you find ways to save on taxes, plan for retirement, maximize your stock options or benefits, and much more.
A.I. Driven
Research
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A.I. Driven Research
One-size-fits-all approaches don’t work well in today’s fast-moving markets, leaving your investments vulnerable to large swings in value. At TAKWEALTH, we harness technology, including artificial intelligence, to do more research to help you better manage market risk. We strive to help you manage potential downside as well as seeking more consistent returns. Through technology, we can get more accomplished and help you stay focused on achieving your goals.
Certified Financial PlannerTM Professional
Learn MoreCertified Financial PlannerTM Professional
The Certified Financial PlannerTM certification is earned from the Certified Financial Planner Board of Standards, Inc. CFP®
Contact Us
We want to work with you to create a customized investment management and financial plan so you can achieve your life goals and build wealth that lasts. We work with individuals, couples, business owners, and families in the Greater Los Angeles area.
Contact Info
TAKWEALTH
21151 S. Western Ave #157
Torrance, CA 90501
Phone: (424) 334-3124
Randy Takaki offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC) under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. TAKWEALTH is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.
TAKWEALTH and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
TAKWEALTH does business in the following states:
Securities: (CA, TX, UT, PA, ID, HI)
Life Insurance: CA License #4221870)
Annuities: (CA, TX, UT, PA, ID, HI)
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