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Riki Cooke | Financial Advisor

Profile img for Riki Cooke, financial advisor at 2Point0 Financial
Fishers, IN
Riki Cooke
Financial Advisor
2Point0 Financial

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Allow Me to Introduce Myself
I believe most millennials are trying to strike the right balance between vacation and vocation. Life can be overwhelming, but at the end of the day, most of us want to use money to create memories with the people we care about most. I help millennials strike that balance through thoughtful financial planning. Specifically exploring using strategic sabbatical planning to make sure you have the opportunity to use your time now, rather than waiting until your in your 60s or 70s! If you've ever felt like your balance is out of whack, schedule a time with me and we can explore opportunities for you.
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Specialties and Expertise

3
Cash Flow Analysis
Debt Management
Retirement Income

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Tiffin UniversityBachelor's degree in Forensic Psychology Year Obtained: 2011
Quick Facts About Riki
Years of Experience:11 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Proof of License

BrokerCheck
SEC Profile
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Fishers, IN
Riki Cooke
Financial Advisor
2Point0 Financial
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