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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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.
In addition, Steve is extremely knowledgeable when it comes to retirement plans for Washington state educators---so if you are a teacher or administrator or work in a school district, he is a huge resource.
He thoroughly reviews all your finances, carefully explains all the different options available to you, and makes finances a much less stressful subject.
He has seen us though our earning years and has become so valuable to us in our retirement.
He's knowledgeable, honest, and always helps me understand decisions that lead to a financially sound future.
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.
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