BKA Financial, LLC.
Patrick Joyce, ChFC®, CLU®, CLTC®, has extensive experience in estate and insurance planning, currently serving as a Senior Estate and Insurance Planning Specialist at BKA Financial, LLC since December 2019. Prior to this role, Patrick held various leadership positions including Regional Sales Vice President at Prudential Financial, where responsibilities included collaborating with brokerage general agencies to enhance revenue through life insurance sales. Previous roles also include Regional Sales Vice President at MetLife Investors, where Patrick focused on distribution of life insurance products, and VP at Fidelity Investments overseeing institutional channel development. Patrick's career at New York Life began as an agent and progressed to Sales Manager. Academic credentials include studies at Bowling Green State University and advanced degrees 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.