Issaquah EA  » Financial Planning

All of us believe teachers compensation should improve, and your Association is working to increase your pay at all levels. But, it is also important for each member to budget, plan and save to take care of themselves, their families and their future.

This page is designed to give you access to resources and people who can help you manage your financial future.

​Financial Planning Resources:   

NEA & WEA Financial Consultants

NEA Financial Consultant

We are proud to introduce another financial resource for our members. Chris Wheeler, NEA Retirement Specialist, is now available to work with our members in planning their financial future.

In partnership with Security Benefit Group he is endorsed and certified as a NEA Retirement Specialist. Chris directs his planning around maximizing employer-sponsored retirement programs and helping reduce potential tax burdens. Having a broad understanding of the Public Educator compensation and retirement benefit package you can expect to partner with Chris to take a holistic look at how your current programs are positioned, and discuss how to navigate future flows into these programs to determine if there are areas in which you are not taking advantage.
Chris Wheeler  |  Financial Consultant
P | 425.505.0400
E | chris@opalws.com
A | 10900 NE 4th Street, Suite 2300 | Bellevue, WA 98004
www.opalws.com