Our focus: Helping to make your money last as long as you do.

Robert Joki, CLU is an Investment Advisor Representative with Voya Financial Advisors, Inc.  He carries the designations Chartered life Underwriter (CLU) and Chartered Financial Consultant (ChFC), licensed to sell life, disability and long term care products as well as securities registered.  Bob has been in the financial services industry since 1969 with clients throughout the Puget Sound area.

Located in Mountlake Terrace, WA his business consists of primarily three areas.  For those age 50 and up, he helps work towards building net worth and retirement assets with an eye on minimizing income taxes consistent with the clients risk tolerance as it applies to their retirement plan.

For retirees he strives to work towards providing his clients with a high degree of consistent income, while minimizing risk associated with their asset base from the ravages of inflation, taxation, and living too long.

For smaller, closely-held corporations he helps work to provide owner-benefits of all types, including investment, retirement, estate and business continuation planning.

Bob is involved in the local chapters of the Society of Financial Service Professionals and the Association of Insurance and Financial Advisors.  Nationally, Bob is a 45 year member of the Million Dollar Round Table* and has participated in the MDRT Foundation phonathons for the past 32 years.  Most recently, he served a term on the regional committee for FINRA. He enjoys charity work and is active in his church.  His hobbies include fishing, travel, history and his grandchildren.

Bob and his staff are dedicated to serving the customer.

 

* Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.