FINANCIAL PLANNING


Meet the Financial Advisor


Denika Tokunaga, MBA, CFP®, CRPC®

Denika Tokunaga, MBA, CFP®, CRPC®

Your Partner in Planning...

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 pursue your goals, dreams and aspirations.

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Financial Planning for Every Life Stage...


Staying on Top of Your Financial Life

Staying on Top of Your Financial Life

Years of experience have prepared us to guide you through your life transitions.

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Get Retirement Ready 

Get Retirement Ready 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Navigating Market Uncertainty

Navigating Market Uncertainty

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Benefits of Tax Efficient Distribution 

Benefits of Tax Efficient Distribution 

We create strategies that are tailored to your needs and goals.

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Elements of a Financial Plan 



Budgeting/ Cash Flow

Budgeting/ Cash Flow

We create strategies to help you manage your day to day finances.

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Retirement Planning

Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Insurance Planning

Insurance Planning

Risk management with insurance is a transfer strategy we help to create.

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Estate Planning

Estate Planning

We create strategies that are tailored to your needs and goals.

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Tax Planning

Tax Planning

Years of experience have prepared us to guide you through your life transitions.

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Change Unhealthy Habits

Change Unhealthy Habits

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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