Brian P. Boak, Private Client Risk Manager, P&C
AEP®, CPRIA, CLU®, LUTCF®

Brian P. Boak started his insurance career over thirty years ago as a Prudential agent, then managing a staff of agents and finally partnering with an agent to grow a successful financial planning office. For the last nineteen years, Brian has specialized in working with family offices and advisors of highly successful families providing risk management for their personal property, liability and lifestyle exposures.

Brian is with USI, one of the top-ten insurance brokers with over 150 offices nationwide providing risk management and insurance services in the private client, commercial and employee benefit areas.

Brian has been educating advisors since the beginning, starting inthe early 90’s teaching for The American College. His current program, The Missing Piece of Financial Planning – Property and CasualtyTM, is provided for Estate Planning Councils, Advisory firms, Universities, and organizations working with highly successful families.