What BOAKS Advisors brings to the table

  1. Extensive knowledge of property and casualty with background in life, disability and long term care insurance over thirty years.
  2. Demonstrated success in face-to-face meetings with highly successful families, multi-family offices, and their advisors, providing analysis over the last eighteen years.
  3. Broad knowledge of policies from many firms; Chubb, AIG, PURE, Lloyds, Florida insurance companies, wind, earthquake, flood, middle market companies and others.
  4. Commitment and passion to analyze, advise and protect the client.


Brian P. Boak, CPRIA, CLU, LUTCF
Fee-Only Insurance Fiduciary, P&C