BKA Financial, LLC.
Katie Clark, CFP®, serves as the Executive Director and National Sales Manager at BKA Financial, LLC since September 2021, and is also the Managing Partner at BKA Private Wealth Consultants since June 2011. With an extensive background in wealth management, Katie's experience includes roles such as Divisional Manager at Morgan Stanley Smith Barney, where responsibilities focused on enhancing client relationships through comprehensive planning, and Financial Advisor positions with Citi Smith Barney and UBS Wealth Management. Educational credentials include a CFP® designation from the College for Financial Planning and a Certificate in Financial Planning from the University of Baltimore.
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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.