Our Qualifications

Bob Zalokar, President of LifeGoals Financial, has been providing investment management and planning services to high net worth individuals since 1987, and draws upon his many years of past experience as Vice President of Investments for both Merrill Lynch and Smith Barney.

He holds the designations Certified Financial Planner™and Certified Public Accountant.

Bob is committed to developing lasting relationships with all his clients through delivering meaningful and superior results in all areas of his practice.