Brian Kelca
Director of Insurance at Empirical Wealth Management
- Role
- Director of Insurance at Empirical Wealth Management
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Brian Kelca
Brian brings more than 35 years in the life insurance and financial services industries…
Experience
Director of Insurance
Feb 2024 — Present · Los Angeles, CA, US
Overseeing and managing various aspects of Insurance Operations. Supporting the Financial Advisors by identifying potential client risks and developing strategies to mitigate those risks.
Education
LaSalle University
Bachelor of Science (B.S.)
LaSalle University
Master of Business Administration (MBA)
Skills
- Whole Life
- Consultative Sales
- Family Protection
- Long-Term Care
- Public Speaking
- Estate Planning
- Financial Presentations
- Relationship Management
- Income Planning
- Series 6
- Retirement Planning
- Executive Benefits
- Advanced Sales
- Series 63
- Sales
- Term Life Insurance
- Series 26
- West Region
- Series 7
- Problem Solving
- Survivorship Life
- Business Planning
- Concept Knowledge
- Life Insurance
- Retirement Strategies
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