Joe Klink

Financial Advisor

Role
Financial Advisor at Edward Jones
Location
Portland, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joe Klink

As a financial advisor with over 20 years of experience as an engineer, I have a unique approach that starts with developing detailed financial goals with my clients. Based on their goals, we develop a detailed road map of where and how to invest their hard earned money to achieve them. Simply stated, I work with my clients to make data driven decisions to help grow, protect, distribute and eventually, pass on their For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Feb 2015 — Present · Hillsboro, OR, US

    I am a financial professional who works closely with individuals and families to develop, prioritize and address their financial goals with custom tailored solutions.The process is pretty simple. Let\'s identify and document your financial goals, prioritize them, and then make sure your hard earned money is being allocated properly. If cash flow is currently strapped, let\'s develop a strategy to free that up over time so we can redirect it towards your goals.What are your goals? Eliminating Debt? 6 months of Emergency Savings? Retirement? Saving for College? Protecting your Investments? Leaving a Legacy? Establishing a budget and implementing a system to manage it? Saving money on taxes? I work with people on all of these goals and more.

Education

  • Oregon Institute of Technology

    BS, Mfg Engineering Technology

    1988 — 1993

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Joe Klink — Financial Advisor at Edward Jones in Portland, OR, US | Unifers