Charlie B.

Charlie B. Email and Phone Number

Managing Partner, Estate Planning & Insurance Solutions at BKA Private Wealth Consultants @ BKA Private Wealth Consultants
boston, massachusetts, united states
Charlie B.'s Location
Oak Brook, Illinois, United States, United States
About Charlie B.

I work alongside Financial Advisors to help them deliver expert wealth transfer and life insurance planning to their high net worth clients. •Expertise in financial planning and needs analysis, leading to tailored strategies and solutions that are

Charlie B.'s Current Company Details
BKA Private Wealth Consultants

Bka Private Wealth Consultants

View
Managing Partner, Estate Planning & Insurance Solutions at BKA Private Wealth Consultants
boston, massachusetts, united states
Website:
bkapwc.com
Employees:
8
Charlie B. Work Experience Details
  • Bka Private Wealth Consultants
    Managing Partner, Estate Planning & Insurance Solutions
    Bka Private Wealth Consultants Aug 2019 - Present
    View
  • The Business Strategies Group Of Illinois
    Managing Partner
    The Business Strategies Group Of Illinois Oct 2007 - Aug 2019
    Oak Brook, Il
    The BSG of Illinois is a team of financial professionals formed to work with closely held businesses. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors, and work closely with you and your financial team to prioritize and implement strategies that build value.Business Continuity and Succession PlanningExecutive & Employee BenefitsCompany Retirement PlansEstate and Legacy Planning
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc 2007 - Aug 2019

Charlie B. Skills

Executive Compensation Planning Business Transition Planning Business Succession Strategies Insurance Strategies Retirement Planning Services Wealth Management Investment Planning Education Planning Strategies Tax Efficient Investing Strategies

Charlie B. Education Details

Frequently Asked Questions about Charlie B.

What company does Charlie B. work for?

Charlie B. works for Bka Private Wealth Consultants

What is Charlie B.'s role at the current company?

Charlie B.'s current role is Managing Partner, Estate Planning & Insurance Solutions at BKA Private Wealth Consultants.

What schools did Charlie B. attend?

Charlie B. attended Northwestern University Pritzker School Of Law, University Of Michigan - Stephen M. Ross School Of Business, Detroit Country Day.

What skills is Charlie B. known for?

Charlie B. has skills like Executive Compensation Planning, Business Transition Planning, Business Succession Strategies, Insurance Strategies, Retirement Planning Services, Wealth Management, Investment Planning, Education Planning Strategies, Tax Efficient Investing Strategies.

Who are Charlie B.'s colleagues?

Charlie B.'s colleagues are Tony Deprimo, Ryan Laux.

Not the Charlie B. you were looking for?

  • Charlie B

    Charlie B
    Solutions Architect At Nextgen
    Binghamton, Ny
  • Charlie B

    Charlie B
    Student At West Chester University Of Pennsylvania
    Royersford, Pa
  • Charlie B

    Charlie B
    Solutions Architect At Nextgen Healthcare
    Binghamton, Ny
  • Charlie Phillips

    Charlie Phillips
    Partner At Maginot, Moore & Beck Llp; Past Chair Of Intellectual Property Section, Indiana State Bar Association
    Indianapolis, In
    2
    rochester.rr.com, maginot.com
  • Charlie B.

    Charlie B.
    Software Engineer, Video Analytics - Fall 2024 Co-Op @ Motorola Solutions
    San Francisco, Ca
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.