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BKA Financial, A Simplicity Company Employee Directory

InsuranceNew Jersey, United States11-50 Employees

BKA Financial operates in the insurance sector, offering customized planning in estate planning, wealth preservation, business succession, and charitable planning. It collaborates with financial advisors, their clients, CPAs, and attorneys to develop tailored solutions. The firm targets clients seeking integrated, long-term planning and supports these efforts with a mid-sized team and a national footprint.

The company is based in Summit, New Jersey. In April 2025, Simplicity Group Holdings announced the acquisition of BKA Financial, placing it within Simplicity's distribution network.

Find BKA Financial, A Simplicity Company employees' phone numbers or email addresses

BKA Financial, A Simplicity Company Global Highlights

Location
Employees

North America
53

Minus sign iconPlus sign icon
  • United States Of America
    53

BKA Financial, A Simplicity Company's Leadership

  • President & Managing Partner at BKA Financial, A Simplicity Company
    T. L.
    President & Managing Partner
    Mobile Phone
  • Managing Partner at BKA Financial, A Simplicity Company
    C. B.
    Managing Partner
    Mobile Phone
  • Lead Case Manager at BKA Financial, A Simplicity Company
    B. M.
    Lead Case Manager
    Mobile Phone
  • Associate Case Manager at BKA Financial, A Simplicity Company
    C. C.
    Associate Case Manager
    Mobile Phone
  • Case Manager at BKA Financial, A Simplicity Company
    K. R.
    Case Manager
    Mobile Phone
  • Permanent Life Insurance Case Manager at BKA Financial, A Simplicity Company
    M. B.
    Permanent Life Insurance Case Manager
    Mobile Phone
  • Insurance Planning Specialist at BKA Financial, A Simplicity Company
    M. M.
    Insurance Planning Specialist
    Mobile Phone
  • Insurance Planning Specialist at BKA Financial, A Simplicity Company
    P. J.
    Insurance Planning Specialist
    Mobile Phone

BKA Financial, A Simplicity Company Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Information Technology
  • Community & Social Services
  • Other

Contact profiles from BKA Financial, A Simplicity Company

Name
Title
Contact
Location
Last Update
  • President & Managing Partner at BKA Financial, A Simplicity Company
    T. L.
    President & Managing Partner
    Mobile Phone
    Aug 16, 2026
  • Managing Partner at BKA Financial, A Simplicity Company
    C. B.
    Managing Partner
    Mobile Phone
    Oct 23, 2024
  • Lead Case Manager at BKA Financial, A Simplicity Company
    B. M.
    Lead Case Manager
    Mobile Phone
    Apr 16, 2026
  • Associate Case Manager at BKA Financial, A Simplicity Company
    C. C.
    Associate Case Manager
    Mobile Phone
    Mar 24, 2026
  • Case Manager at BKA Financial, A Simplicity Company
    K. R.
    Case Manager
    Mobile Phone
    Aug 28, 2026
  • Permanent Life Insurance Case Manager at BKA Financial, A Simplicity Company
    M. B.
    Permanent Life Insurance Case Manager
    Mobile Phone
    Jun 02, 2026
  • Insurance Planning Specialist at BKA Financial, A Simplicity Company
    M. M.
    Insurance Planning Specialist
    Mobile Phone
    Aug 06, 2024
  • Insurance Planning Specialist at BKA Financial, A Simplicity Company
    P. J.
    Insurance Planning Specialist
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is BKA Financial, A Simplicity Company known for?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company operates in the Insurance industry. You can contact BKA Financial, A Simplicity Company's main corporate office by phone at
+1-607-735-****
. Explore BKA Financial, A Simplicity Company's company overview page for more information.

What is BKA Financial, A Simplicity Company's most common email format?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company employees' email format typically follows the pattern of FLast@bkafinancial.com. Trying to find reliable and up-to-date employee contact data? Find more BKA Financial, A Simplicity Company email formats with LeadIQ.

How many employees does BKA Financial, A Simplicity Company have currently?

Minus sign iconPlus sign iconBKA Financial, A Simplicity Company has approximately 40 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are BKA Financial, A Simplicity Company's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, BKA Financial, A Simplicity Company's key employees include:

  • President & Managing Partner: T. L.
  • Managing Partner: C. B.
  • Lead Case Manager: B. M.
  • Associate Case Manager: C. C.
  • Case Manager: K. R.

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