John K. Takita

Vice President Financial Consultant @Charles Schwab

New York, NY, US

EMAILS

j••••••••@schwab.com

MOBILE NUMBERS

+12•••••••22

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WORK HISTORY

Aug 2025 — Present

Vice President Financial Consultant @Charles Schwab

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Fairfield County, CT, US

EDUCATION

2013 — 2017

University of Connecticut

Bachelor of Arts (B.A.)

SKILLS

Life Insurance StrategiesLegacy PlanningCommunicationEstate PlanningWhole Life InsuranceCustomer ServiceAnnuity SalesKey Person ProtectionRetirement PlanningTerm Life InsuranceLong-Term Care Insurance

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ABOUT JOHN K. TAKITA

Vice President Financial Consultant at Charles Schwab

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