Bob Joki

Bob Joki

CLU, ChFC, MSFS

6912 – 220th Street SW, #100 Mountlake Terrace, WA 98043

Robert Joki, CLU, ChFC, MSFS is an Investment Advisor Representative of Voya Financial Advisors. He carries the designations Chartered life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Master of Science in Financial Services (MSFS). Owner of Bob Joki, CLU and Associates he is licensed to sell life, disability and long term care products. Bob has been in the financial services industry since 1969 with clients throughout the Puget Sound area.

His business consists of primarily three areas. For those ages 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. For retirees he strives to work towards providing his clients with a high degree of consistent income, while minimizing the risks 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. He is active in his church and enjoys charity work, fishing, history and family.

 

Bob Joki, CLU & Associates is not a subsidiary of nor controlled by Voya FInancial Advisors.

Phone (425) 672-7984 – Local line
(206) 441-9332 – Seattle line