Our Qualifications

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

Bob also holds the designations of Certified Financial Planner™ Professional and Certified Public Accountant.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your investments.