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

Robert Joki, CLU, ChFC, MSFS is an Investment Advisor Representative with Cetera Advisor Networks. He carries the designations Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Master of Science in Financial Services. He is licensed to sell life, disability, long term care and life settlements 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 mitigating 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 mitigating 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.

Throughout his career Bob has been involved in the local chapters of the Society of Financial Service Professionals and the Association of Insurance and Financial Advisors. Nationally, Bob is a 50 year member of the Million Dollar Round Table* and participated in the MDRT Foundation phonathons for 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.

 

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production. 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.