“Success is most often achieved when there is a clear understanding that inevitably we will face challenges in our lives. Partnering with someone who has the vision to identify and create a plan to meet these challenges is key to a successful outcome” … Robert P. Yockin
With over 41 years in financial services, Bob’s high energy and personal commitment to listen, identify, and design personal strategies for each client has been the key factor in meeting his client’s life’s financial personal, business, and estate challenges.
With Bob’s ability to independently explore numerous options, each client receives a tailored made plan of action to meet his or her individual needs. In order to maintain a successful outcome, Bob’s vision has always been to create and maintain long term relationships working together to meet current and future challenges.
As an active member of the financial, business, and estate planning community, he holds the designations, certifications, and affiliations below:
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Planning Counselor (CRPC®)
- Life Underwriters Training Council Fellow (LUTCF®)
- Estate Planning Council of Central Pennsylvania(EPCCP)
- Million Dollar Round Table Life and Qualifying Member (MDRT)*
- National Association of Insurance and Financial Advisors (NAIFA)
Bob is an instructor for Adult Education at local Charities, Colleges, and Universities.
A strong work ethic and family has always been a driving force in my life. Working as a child picking up odd jobs, working as a teenager in the restaurant business, and working during my college years forged my appreciation for the value of a dollar. Just celebrating my father's 90th birthday, he still reminds me of how the choices you make in life not only effect you as an individual, but the people that you encounter during your lifetime.
After attending college for business and finance, I accomplished my goal and joined a financial services firm addressing the challenges, life strategies, and financial goals that impact our lives. The work ethic and values I learned in my younger years created the foundation of my philosophy in helping people realize their goals and maintaining strong relationships. Working with Brian, a longtime friend and colleague, we share the dedication and goal of maintaining the best interest recommendations for our clients.
With over forty years of experience in the financial services business, I bring a unique aspect to my planning. Listening to your story, I can provide guidance that not only addresses your current challenges, but in addition, using my experience to address the challenges that impact your family through different life strategies. I'm very proud of the fact that I have established and maintained strong client relationships for my entire career providing the necessary adjustments through all life stages.
Bob resides in Mechanicsburg with his wife, Jamie. Daughter, Allison, resides in Harrisburg employed with Deloitte as a Manager. Daughter, Lauren, resides in California with her husband, Skip, as a Director in Management Recruiting. In Bob's spare time, he enjoys golf, playing music, and spending time with friends and family.
*To qualify for the a MDRT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit http://bit.ly/2eFx0ex
Robert Yockin is a registered representative of ProEquities. KCA Wealth Management is a marketing name for registered representatives of ProEquities Securities and investment advisory services offered through ProEquities., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through affiliates and other fine companies and state variations thereof.