Capstone Wealth Advisors, LLC

CONNECT

Address:

Bellevue
Las Vegas
Salem
Wenatchee

Phone:

503-967-1980

Fax/Other:

503-967-1388

Kosuke Takahashi

Kosuke Takahashi

Senior Financial Advisor

Kosuke (Kos) Takahashi is a Senior Financial Advisor in Bellevue at Capstone Weath Advisors, providing financial planning and wealth management services.  Prior to joining Capstone, he spent 5 years with Waddell & Reed as a financial advisor  and also over 10 years in the financial industry with Citibank, N.A, and Bank of Tokyo-Mitsubishi UFJ in Japan and the U.S.

Kos earned his Master of Business Administration from the Darden Graduate School of Business at University of Virginia, and BA in Economics from Kyoto University in Japan.  He has earned the Certified Financial Planner (CFP®), the Chartered Retirement Planning Counselor (CRPC), and the Certified Public Accountant (CPA) designations.

 

He has a passion for helping people and working with them to pursue their financial goals through close communication and consultation.  Now that their children have graduated from college, Kos and his wife, Darlene, spend time enjoying the Northwest.  They enjoy outdoor sports including hiking/climbing, mountain biking, golf, and skiing.

Phone (425) 214-7432
Mobile Phone (425) 7364964