What is Cfp Katie Clark email address?

Cfp Katie Clark's primary email address is ******@bkapwc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Katie Clark work for?

Cfp Katie Clark is a Executive Director & National Sales Manager, BKA Leadership Team at BKA Financial, LLC., a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.

Where Cfp Katie Clark graduated from?

Cfp Katie Clark holds a degree in Financial Planning from College for Financial Planning.

How can I directly contact Cfp Katie Clark?

To contact Cfp Katie Clark directly, you can use the email address ******@bkapwc.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Katie Clark?

Katie Clark is a seasoned financial planner with over 30 years of experience in estate planning, insurance, and wealth management. As the Managing Partner and Executive Director at BKA Private Wealth Consultants, she specializes in helping clients navigate complex financial landscapes and develop tailored strategies for wealth protection and transfer. Her career has spanned prestigious firms like Morgan Stanley and UBS, where she honed her expertise in high-net-worth advisory services. Katie's leadership in the financial planning sector is underscored by her role in the Executive Leadership Team at BKA, where she drives growth and innovation. She is also a recognized thought leader, having earned multiple awards, including the Smith Barney Blue Chip Council accolades. Passionate about collaboration, Katie believes in the power of teamwork to enhance success in financial planning.