Brian Henricks

BKA Private Wealth Consultants
Managing Partner

Brian Henricks is an insurance planning specialist who serves as a resource to Financial Advisors and their Clients in the design and implementation of numerous advanced planning strategies. His experience in the areas of estate planning, business succession planning, and charitable planning make him a valuable partner to your team. Brian’s background and experience enable him to assist clients in leveraging and protecting the value of their assets utilizing insurance solutions.

Professional Highlights

Brian has over 10 years of financial services experience offering advanced planning strategies to clients and their advisors. Because of Brian’s experience, clients’ attorneys and CPAs recognize him as a valued member of your planning team.

Previous Experience

Regional Vice President – Prudential Life Insurance Company

Worked as a point of sale specialist for top financial advisors in California. Responsibilities included fact finding, analyzing, ecommending and implementing plans for high net worth families, high income earners and business owners.

Insurance Supervisor – Vista Wealth Management

Worked as the sole insurance specialist helping clients implement life insurance and annuity products to help them achieve their wealth transfer and retirement planning goals. Helped to grow revenues over 300% in 4 years.

Educational Designations/Licenses

Bachelor of Arts, Marketing, University of St. Thomas
Life and Health License
FINRA 6, 63, 7, 24
He lives in the Greater San Diego area with his wife, Maria, and his daughter, Olivia.