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.
BKA Private Wealth Consultants
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.
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.
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.
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.