Terry Cook, CFP®
- Certified Financial Planner™ with Financial Management Inc.; a Registered Investment Advisor.
- LPL Registered Representative, Life Insurance Agent
- Born in Wenatchee, WA and raised in Randle, WA. Currently reside in Yakima with two cats, Mackie and Panda.
- UW graduate, 1980; BA, TSCS
- 27 Years experience as a Financial Advisor
- 19 Years experience as a CFP® professional
- 5 years experience working with Pensions and Small Business Retirement Plans as a TPA representative.
- 3 years managing Yakima branch office of Metlife
Special Areas of Expertise
- Investment portfolio design and management
- Individual Retirement Accounts (IRAs)
- Development of Comprehensive Wealth Accumulation and Preservation Plan
- Life, Health and Disability Insurance
- Long Term Care Planning
- Legacy and Succession Planning
- Business Owners
- Business Insurance
- Buy Sell and Key Person Insurance
- Small Business Retirement Plan Design and Funding
- 401k Enrollment Meetings
- Employee Education Seminars