Northern California
Team summary
Our consultants work closely with Financial Advisors and their clients, tax advisors and attorneys, to provide customized solutions in the areas of estate planning, business succession planning, charitable planning and wealth preservation.
Through careful planning, our focus is to determine the most appropriate strategies and solutions to support clients in accomplishing their goals for protecting and preserving their wealth, while also designing an efficient plan to ultimately distribute their wealth to the people and causes that are most important to them.
Services We Provide:
Donald J. Levine
BKA Private Wealth Consultants
Managing Partner
Don Levine, a Managing Partner for Private Wealth Consultants of BKA Financial, LLC, joined the company in 2019. BKA Financial was founded in 1991, and Don joins a team that has grown to be one of the largest life insurance service providers in the country, partnering with over 17,000 Financial Advisors nationwide. Don heads up the San Francisco Region, working closely with Financial Advisors and their clients in the areas of wealth preservation planning, estate planning, business planning and charitable planning.
Don comes to BKA Financial from Wells Fargo Advisors where he focused on protection planning, wealth accumulation, supplemental income planning, and wealth transfer strategies specifically for high income and high net worth clients.
Don has more than 35 years of experience in the insurance industry. His extensive knowledge of advanced life insurance strategies and their applications allows him to work closely with your financial team, including attorneys and accountants, to execute the program best suited to meet your objectives. He has served as an insurance agent, sales manager, agency manager, company regional vice president, and worked for over a decade as an insurance specialist for two of the largest national wirehouses in the country.
Education/Professional Designations
- Certified Financial Planner, College for Financial Planning
- Chartered Life Underwriter, American College
- Chartered Financial Consultant, American College
- Past California President, National Association of Insurance and Financial Advisors
- Rutgers College, BA
Personal
Don and his wife Katie have lived in Belmont, California for over 25 years, and have raised two children.
Don has been active in the community, where he was active in youth sports for many years, and is past board
member and president of School-Force, an educational foundation supporting the Belmont-Redwood Shores School District.
Donald J. Levine
BKA Private Wealth Consultants
Managing Partner
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