Michael Cooney, CRPC®
Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x7147 (Overlake, Rose Hill and Studios West branches)
Securities licensed in Oregon, Washington, California, Georgia and Utah.
Sporting an undergraduate finance degree from Linfield College, Michael is always eager to help members learn the advantages of goal setting and prioritizing. By helping members think forward to their goals, Michael knows he’s done his job as a Financial Advisor available through CUSO Financial Services, L.P. (CFS) our broker/dealer located at First Tech Investment Services.
Michael works hard to craft an individualized plan that targets immediate and future needs, including: savings, legacy planning, college planning, insurance, income tax and asset building and more. Michael knows that every family is different. Thus every investment plan should be different, especially amidst Seattle’s ever-changing and growing economy.
In his spare time, Michael is an outdoor kind of guy who enjoys board riding in any season – wakeboarding in the summer and snowboarding in the winter. He’s also an assistant high school football coach and volunteer for the Boy Scouts of America.
CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® are registered service marks of the College for Financial Planning®. Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements. Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC)
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