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Bob Hakim

Owner

As a Forbes-listed, award-winning financial planner with years of experience. My proven track record ensures you receive expert, personalized advice tailored to your unique needs. Trust my expertise to guide you towards a secure and prosperous future.


Awards/Achievements


2023 - Top Best-in-State Financial Security Professionals (2023) - Link


2023 - MDRT Top of The Table & Lifetime Member

MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.


2022 - Circle Of Champions, Elite & Citation Winner

Achieving the Circle of Champions level, Elite qualifier and earning a President’s Citation award at Prudential. It’s an extraordinary accomplishment to be one of Prudential’s top ten financial professionals, one that certainly took unwavering persistency, skill, integrity, and passion for our clients.

Bob Hakim
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