BKA Financial, LLC.
Charles Marciano CFP®, CLU® is an experienced financial professional currently serving as an Insurance Specialist at BKA Financial, LLC since September 2017. With a diverse background at Northwestern Mutual spanning from 1999 to 2017, including roles as a Financial Advisor and Managing Director, Charles is skilled in addressing complex financial issues and fostering long-term client relationships. Charles has a strong commitment to client financial security and utilizes comprehensive planning tools to deliver tailored solutions for individuals and business owners. Education includes attendance at Colorado State University and Mesa Junior College, along with earning a CFP designation from The American College of Financial Services.
BKA Financial, LLC.
BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPAs, and Attorneys.