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Cfp Don Levine Clu Chfc

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Cfp Don Levine Clu Chfc

Managing Partner | BKA Financial, LLC.

Belmont, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Don Levine Clu Chfc

Work Experience

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Managing Partner at

BKA Financial, LLC.

October 2019 - Present

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Wealth Insurance Specialist at

Wells Fargo Advisors

September 2017 - October 2019

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Vice President at

Highland Capital Holding Corporation

December 2016 - August 2017

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Insurance Specialist at

Merrill Lynch/Wfc/L. Inc.

February 2008 - October 2016

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Regional Vice President at

Nassau Reinsurance

February 2002 - December 2007

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Agency Manager, Associate Agency Manager, Sales Manager, Agent at

Levine Financial Grouppremier Financial

April 1982 - December 2001

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Managing Partner at

Bka Financial

Present

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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

mail

*******@bkafinancial.com

Colleagues

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Tanya Pages Clu Chfc Cfp

Sr. Regional Managing Director

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Thomas Litz

President & Managing Partner

Katherine Olszowy

Chief Financial Officer

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Cfp Katie Clark

Executive Director & National Sales Manager, BKA Leadership Team

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Christopher Hely

Managing Director

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Jon Banister

Executive Vice President- Insurance

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Jon Deprimo

Executive Director, National Leadership Team

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