Joe Klink
Financial Advisor
- Role
- Financial Advisor at Edward Jones
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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