Steve's Qualifications

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.

Licenses held include:

  • FINRA  6, 63, 65 and 62 in WA, CA, OR, TN 
  • Life and Disability insurance licenses in WA, and CA. ​CA Lic. # 0133025
  • Association memberships include:
    • Financial Planning Association (FPA) of Puget Sound
    • Academy of Special Needs Planners (ASNP) 
    • National Association of Insurance and Financial Advisors (NAIFA)

We at Issaquah Financial are dedicated to developing lasting relationships with all of our clients. We believe in helping people assess their financial goals and help guide them through the management of their finances. Steve Cooke with Issaquah Financial can provide clear and easy to understand explanations of the financial products and services available to you. The personalized programs provided through Issaquah Financial provide a roadmap to working toward a more secure financial future.