Brian P. Boak Biography

Experienced Risk Manager for highly successful families, family offices and their advisors who are at increased risk to their wealth management and estate plan from a personal property and casualty perspective. Providing council as a “second opinion” to balance risk and premium. Over 30 years of experience in risk management and insurance advisory. A track record of analyzing exposures and providing solutions.

October 2015 – February 2018

Risk Strategies Company: Insurance Risk Advisor

  • Managed accounts for highly successful families, craft breweries & distilleries
  • Worked with family offices and their advisors
  • Provided risk management and analyzed property and casualty exposures to design insurance programs either on a fee basis or as their broker
  • Created The Brewers Roundtable, a moderated peer-learning forum where brewery and distillery owners openly discuss all facets of owning, operating and running their business to determine best practices for their company

December 2007 – June 2016

BOAKS Beer: Owner/Founder

  • Worked with two breweries to brew my recipes for seven different beers
  • Coordinated five distributors to provide distribution throughout NJ & PA
  • Awarded People’s Choice, Best in Class and Best in Show at festivals and competitions

July 2000 – July 2014

Singer Nelson Charlmers, a Risk Strategies Company: Insurance Risk Advisor

  • Recruited to develop The Executive Protection Department
  • Designed an analytical process to balance risk and premium based on a client’s risk tolerance
  • Managed accounts for highly successful families
  • Provided risk management and analyzed personal property and casualty exposures for highly successful families, family offices and their advisors
  • Designed insurance programs either on a fee basis or as their broker

January 1988 – July 2000

Prudential Financial Insurance: Agent, Trainer, Manager, Advisor

  • Agent protecting families with Life, Health, Disability, Long Term Care, Mutual Funds and Annuities
  • Mutual Fund liaison for an office of 50 agents
  • Train new agents through The American College
  • Manage a staff of 10 agents
  • Partnered with another agent to grow a financial planning firm.

Education

  • Private Risk Management Association: CPRIA Certification, 2016 – 2017
  • AIG PCGU: 2016-2017
  • University of South Carolina, Darla Moore School of Business:

Bachelor of Science, Finance & Marketing, 1978 – 1982

Organizations

Estate Planning Council of New York City, Membership Committee

Estate Planning Council of Rockland County, Past President (Past Member)

Suffern, Hackensack and Pompton Lakes Rotary (Past Member)

Past President of the Hackensack Rotary

Brian P. Boak, CPRIA, CLU, LUTCF
Insurance Fiduciary
141 Chestnut Drive, Wayne, NJ 075470
974-570-6381
bboak@boaks.com