At Maven Wealth Management we enjoy what we do. We have created a culture that provides each team member the opportunity to contribute to the success of our clients.
The team at Maven Wealth Management is comprised of passionate professionals with diverse areas of expertise. Each team member possesses a comprehensive skill set that has been acquired as a result of many years of working in the investment management industry for major Wall Street firms. Our diverse expertise allows us to best serve our clients.
At Maven, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. When you engage us, you become like family. We share a unique relationship with our clients that allows us to learn who you are, so that we can help you to realize your goals, dreams and aspirations.
Denika Tokunaga, MBA, CFP®, CRPC®
President & CEO
As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for assisting people with securing their financial future and employs various investment as well as “retirement readiness and preparedness” strategies to do so.
Denika specializes in assisting affluent/ high net-worth individuals, corporations and non-profit organizations by introducing them to the wealth management experience. As an investment management maven with the mission of becoming the trusted partner to all clients, she employs a disciplined process that focuses on the needs of the client. Her mission is to be the trusted partner who provides clients with the confidence that their financial goals will be addressed and the comfort that they have a trusted ally who vigilantly puts their needs first. Denika believes that clients should thoroughly understand the strategy being executed to manage their goals and as such she educates clients along the way. This belief also supports one of our biggest passions, which is educating and empowering investors through public speaking, which she does frequently upon request for corporations, financial regulatory organizations, non-profit organizations, etc.
Denika believes that one must “study to show thyself approved” as such she acquired a career of broad knowledge, training, experience and expertise from a career of many years at a major Wall Street investment company. She holds the Certified Financial PlannerT designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning CounselorSM designations. She received a Bachelor of Science degree in Management Science in which she graduated magna cum laude. She also earned a Masters of Business Administration with a concentration in Finance. Denika is an inducted member of the Sigma Beta Delta International Honor Society and a graduate of the Greater Baltimore Committee Leadership class of 2010. She has received recognition as a “Top Wealth Manager” as awarded by the Baltimore Business Journal.
Active in her community, Denika participates in various civic and non-profit community endeavors. She is a member of the board of directors for the Bon Secours Health System Foundation and a member of the board of directors for the Elijah Cummings Youth Program. She is also a past member of the Finance Advisory Board at The University of Baltimore Merrick School of Business and past board member of Boys Hope Girls Hope of Baltimore.
Denika is very passionate about life and strives everyday to achieve her goal of living the best and most fulfilled life attainable.
Denika is Series 7 and 66 licensed.