Broker Check
Terry Cook, CFP®

Terry Cook, CFP®

Financial Planner

  • 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

Experience

  • 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

  • Individuals
  • 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

Hobbies

  • Gardening
  • Opera
  • Symphony
  • Hiking
  • Skiing
  • Fishing
  • Reading