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.
Staying on Top of Your Financial Life
Years of experience have prepared us to guide you through your life transitions.
Get Retirement Ready
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Navigating Market Uncertainty
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Benefits of Tax Efficient Distribution
We create strategies that are tailored to your needs and goals.
Retirement Planning
Years of experience have prepared us to guide you through your life transitions.
Insurance Planning
Risk management with insurance is a transfer strategy we help to create.
Tax Planning
Years of experience have prepared us to guide you through your life transitions.
Change Unhealthy Habits
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.