Batik Financial
Steve is CERTIFIED FINANCIAL PLANNER™ practitioner who has been working with many Washington school teachers and school professionals. He has been a guest speaker at many conferences educating them about WA TRS / SERS benefits and Social Security benefits. He enjoys meeting with clients, learning about their challenges, and creating solutions for them. He completed an MBA in Entrepreneurship at Pacific Lutheran University and a Bachelor of Science Finance at Portland State University. He is a U.S. Navy and Army National Guard veteran. Steve and his wife are originally from Indonesia. They live in Tacoma, WA, with two loving Shiba Inu dogs, Sam and Saki. In his spare time, Steve learns Spanish at La Unica. His late grandmother, who was a school headmaster, spoke six languages. Steve's...
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Sentiment Analysis
I have yet to have a meeting with Steve where I didn't feel much more in control of my financial future both short and long term.
When he helped us set us up our retirement accounts he did a thorough assessment of what we needed to save in order to have a certain income well into our 90s.
Steve takes the time to educate us on our different options using visuals, examples, and not making us feel like we need a degree in finance to make informed decisions.
Steve has been great with ideas and suggestions for finances, retirement and student loans.
I appreciate that he clearly explains all of the options on the table so that I can choose the one that works best for me.
He strives to make sure we are doing what we need to be doing according to deadlines to get the most of the financial planning tools.
Always appreciate how he looks out for us leading us on the correct path with our financial decisions.
He has guided my wife and I through creating our retirement accounts, purchasing our first home, purchasing our second home, and now planning for our family.
He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.
He's knowledgeable, honest, and always helps me understand decisions that lead to a financially sound future.
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