Steve Cooke, ChSNC, CLU
Since 1990, Steve Cooke has been in and around the Issaquah area helping individuals, families and businesses achieve their financial goals through financial planning. To enhance his ability to work with families who have loved ones with special needs, he has acquired professional knowledge in the field of special needs financial planning. Steve holds the Chartered Special Needs Consultant (ChSNC) and the Chartered Life Underwriter (CLU) designations. He is a member of the Financial Planning Association (FPA) of Puget Sound, the Academy of Special Needs Planners (ASNP), and the National Association of Insurance and Financial Advisors (NAIFA).
Steve believes in developing lasting relationships with his clients. He enjoys helping people create strategies to reach their financial goals and help guide them through the management of their finances. Steve Cooke is a Special Needs Planner for Palladio Group.