Edward Jones - Financial Advisor: Carl T Takata, CFP®|ChFC®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Carl Takata is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Honolulu, Hawaii. He provides financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investment management. Carl is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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