We are a boutique financial planning firm that primarily works with Washington K-12 school teachers & professionals, independent schools, and small businesses. We help our clients achieve financial independence and reach their retirement goals. 

Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910. Batik Financial and PlanMember Securities Corporation are independently owned and operated. 

Education

Finance

Investment Management

Personal Finance

Retirement

Batik Financial

Batik Financial's headquarters in Tacoma, United States

This department focuses on providing support and guidance to clients in financial planning and services.

Batik Financial

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Batik Financial

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Teams

Client Services

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