Joseph P. Okros, JD, MBA
President and Investment Advisor Representative
Joseph P. Okros specializes in financial planning for single, divorced/widowed women, current retirees, those retiring within 10 years, professionals and college employees. Regarding his divorce clientele, Joe states, “This is a very difficult time for women going through a divorce, and it is important that they receive the utmost care and service in assisting them with their financial planning. When I was actively practicing law, I represented over 500 women in their divorce cases. Over that time, I gained a great understanding of the necessity of helping women during one of the most emotional times that they will experience during their lifetime. This valuable experience I learned working with women going through a divorce has provided me with the background necessary to properly help them with their financial lives in post-divorce/widowed situations".
Joe is an Investment Advisor Representative. He maintains licensing in life insurance, annuities, long-term care insurance and disability insurance, as well as, in investments. He is also a National Social Security Advisor Certificate Holder.
Joe has been a licensed attorney in Michigan since 1994. He was the Managing Partner of a law firm in Southeastern Michigan prior to working as a Financial Advisor. He received his law degree and MBA from Michigan State University and his Bachelor of Arts Degree from Oakland University.
Joe’s father started in the financial industry in 1963. Collectively, Joe and his father have over 70 years of experience as Financial Advisors. They both started their careers working for large insurance/investment companies. Joe states, “We both determined early in our careers that in order to properly serve our clients it was best that we form an independent financial firm which allows us to provide our clients with the best possible financial planning techniques and financial products without the pressure of satisfying a large organization”.
It is our mission to attentively listen to our client’s goals and then provide them with a continuing financial plan that fully satisfies their financial needs and requirements.
Joe resides in Ann Arbor with his three children. When he’s not working, Joe enjoys golfing, taking part in all the wonderful recreational activities in the Ann Arbor area, and going to the shops, restaurants, museums, and movies in downtown Ann Arbor.
The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.