Bob Erkel has been part of the financial services industry since 1983. He has earned the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®) designations as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification.
Bob is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member: 1997-2018
- Million Dollar Round Table Qualifying Member: 1989-1996