Batik Financial

Batik Financial I am a financial planner in Tacoma area who specializes in working w/ school teachers / professionals

12/25/2025

Discover potential weak spots in under 3 minutes.

12/18/2025

Spoiler: Most people fail this 5-question quiz.

12/11/2025

Find out what you really know & why it matters.

12/04/2025

Learn from the missteps & wisdom of today's retirees

11/27/2025

What retirees would do over if they could go back

11/20/2025

Hindsight from today's retirees can teach us a lot

11/13/2025

See what retirees would change & how it can help you

10/30/2025

Money talks can offer many benefits. Here's why.

10/23/2025

Use these ice breakers.

10/16/2025

Dive into more purposeful money talks with ease.

10/09/2025

Here are simple ways to get started.

10/02/2025

The more you know, the better it is for your financial life.

Address

10209 Bridgeport Way SW Ste D10
Tacoma, WA
98499

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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How and why did I start working as a financial planner?

I finished my bachelor’s degree in finance in 2009. Then, I began my career as a financial planner in 2010. What got me interested in this career was how I enjoyed helping a good friend setting up his Roth IRA.

After a few years trying to reach out and serve everyone, I realized that I had to focus on specific types of clients. I needed something to differentiate myself from others. That was when I chose to focus on working with school teachers and professionals.

This career is very rewarding. It is not only in the sense of financial reward, but I truly enjoy the good feeling that I get whenever I help a client. I remember seeing a client smiling after we created a plan for him to get out of debt. I also received a hug from another client, who realized that she could retire in a few years. Financial planning is an awesome career.