Timothy D. Wagner
Partner, Estate Planning and Insurance Solutions at Bka Private Wealth Consultants
Based in Philadelphia, United States
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Seniority
Other
Department
Other
Location
Philadelphia
Industry
Insurance
Company size
6
Contact information
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t•••••••@bkapwc.com
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Background
About Timothy D. Wagner
As a Chartered Financial Consultant with 27 years of experience, I work with established Financial Advisors in delivering comprehensive wealth and estate planning solutions to valued high net worth clients. My goal is to thoroughly evaluate each client's unique set of circumstances and provide wealth protection and preservation solutions that can be understood, effectively implemented and maintained-Ability to integrate straightforward financial solutions with personal factors that sometimes impede a client’s ability to act on wealth planning recommendations-Review and analyze client’s investment, insurance, estate planning and tax documents. Implement plan in collaboration with other members of client’s advisory team-Maintain needed technical and financial services industry expertise to provide innovative planning advice-Strong interpersonal, communication and presentation skills. Retain Series 7, 63, Life, Health and LTC insurances licenses.
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