Takako Tsuruta

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Current Membership Year:
2025
Total Membership Years:
4
Court of the Table Honors:
2
Top of the Table Honors:
Japanese
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The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

Takako Tsuruta is an Independent Financial Advisor with Prudent Japan. She serves as the Education Department Manager of the company. She has 8 years of experience in financial services, specializing in asset management. Previously, she was an US CPA at a US-affiliated company. She graduated from Sophia University Faculty of Arts, Department of French Literature.