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Cfp Don Levine Clu Chfc
Cfp Don Levine Clu Chfc
Managing Partner | BKA Financial, LLC.
Belmont, California, United States
Cfp Don Levine Clu Chfc
Summary
Don Levine is a seasoned professional in the financial services sector, currently serving as the Managing Partner at Bka Financial, a firm specializing in investment advice. With a strong background in financial planning and wealth management, he brings a wealth of knowledge to his clients, helping them navigate complex financial landscapes. Don's expertise is underscored by his certifications as a CFP®, CLU®, and CHFC®, which reflect his commitment to continued professional development. He is known for his strategic approach to investment and financial planning, focusing on tailored solutions that meet individual client needs. Beyond his professional life, Don is passionate about empowering others through financial literacy and education. His leadership at Bka Financial exemplifies his dedication to fostering a collaborative and innovative work environment. Don's insights into market trends and investment strategies make him a valuable resource in the financial community.
Cfp Don Levine Clu Chfc
Work Experience
Managing Partner at
BKA Financial, LLC.
October 2019 - Present
Wealth Insurance Specialist at
Wells Fargo Advisors
September 2017 - October 2019
Vice President at
Highland Capital Holding Corporation
December 2016 - August 2017
Insurance Specialist at
Merrill Lynch/Wfc/L. Inc.
February 2008 - October 2016
Regional Vice President at
Nassau Reinsurance
February 2002 - December 2007
Agency Manager, Associate Agency Manager, Sales Manager, Agent at
Levine Financial Grouppremier Financial
April 1982 - December 2001
Managing Partner at
Bka Financial
Present
Cfp Don Levine Clu Chfc
Education
Rutgers University, Bachelor's Degree
January 1980
College for Financial Planning, Certified Financial Planner (Cfp)
THE AMERICAN COLLEGE, Chartered Life Underwriter (Clu), Chartered Financial Consultant (Chfc)
Frequently Asked Questions about Cfp Don Levine Clu Chfc
What is Cfp Don Levine Clu Chfc email address?
Cfp Don Levine Clu Chfc's primary email address is *******@bkafinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Don Levine Clu Chfc work for?
Cfp Don Levine Clu Chfc is a Managing Partner at BKA Financial, LLC., a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.
Where Cfp Don Levine Clu Chfc graduated from?
Cfp Don Levine Clu Chfc holds a degree in Psychology from Rutgers University.
How can I directly contact Cfp Don Levine Clu Chfc?
To contact Cfp Don Levine Clu Chfc directly, you can use the email address *******@bkafinancial.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Don Levine Clu Chfc?
Don Levine is a seasoned professional in the financial services sector, currently serving as the Managing Partner at Bka Financial, a firm specializing in investment advice. With a strong background in financial planning and wealth management, he brings a wealth of knowledge to his clients, helping them navigate complex financial landscapes. Don's expertise is underscored by his certifications as a CFP®, CLU®, and CHFC®, which reflect his commitment to continued professional development. He is known for his strategic approach to investment and financial planning, focusing on tailored solutions that meet individual client needs. Beyond his professional life, Don is passionate about empowering others through financial literacy and education. His leadership at Bka Financial exemplifies his dedication to fostering a collaborative and innovative work environment. Don's insights into market trends and investment strategies make him a valuable resource in the financial community.
Cfp`s contact details
*******@bkafinancial.com
Colleagues
Sr. Regional Managing Director
President & Managing Partner
Chief Financial Officer
Executive Director & National Sales Manager, BKA Leadership Team
Managing Director
Executive Vice President- Insurance
Executive Director, National Leadership Team
Partner