Aep® Brian P. Boak

Brian P. Boak has a diverse work experience in risk management, insurance, and consulting. Brian P. is currently the Director of Risk Management at AKAM Living Services, Inc., where they provide insurance risk management for over 360 high-end properties in NYC and South FLA. Prior to this, Brian worked as a Consultant, Public Speaker, and Moderator at BOAKS Advisors, offering personal property and casualty risk management services to clients of family offices, wealth managers, and other advisors. Brian P. also worked as a Private Client Risk Manager at USI Insurance Services, specializing in property and casualty insurance. Additionally, Brian has experience as a Risk Manager at Risk Strategies Company, focusing on the insurance needs of highly successful families, craft breweries, and distilleries. Brian P. is also the Owner/Founder of BOAKS Beer, where they successfully brewed and distributed craft beer in New Jersey and Pennsylvania. Before starting their own ventures, Brian worked as a Private Client Risk Manager at Singer Nelson Charlmers and as an Advisor, Manager, Trainer, and Agent at Prudential Financial.

Brian P. Boak, AEP®, CPRIA, CLU®, LUTCF® has a Bachelor of Science degree in Finance & Marketing from the Darla Moore School of Business at the University of South Carolina. Additionally, they have pursued further education and certifications in their field. Brian P. has obtained the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils in 2019. Brian P. has also completed the Chartered Private Risk and Insurance Advisor program at St. John's University, focusing on P&C Insurance Consulting for Highly Successful Families. Furthermore, they have earned the Chartered Life Underwriter (CLU) designation and the Life Underwriting Training Council Fellow (LUTCF) designation from The American College of Financial Services. In terms of additional certifications, Brian has a Property & Casualty, Life & Health License in multiple states including NY, NJ, CT, DE, FL, MA, RI, and SC.