Pacific Southwest Financial

Creating Solutions

At Pacific Southwest Financial, our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.

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Insurance Platform

Offers a wide spectrum of insurance consultancy services, ranging from local field support to in-house specialists to service Life Insurance, Disability, and Long Term Care planning needs.
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Sales Desk

The PSF Life Sales Desk is dedicated to making the process easier for policy reviews and smaller insurance transactions where field support is not necessary, allowing you to spend more time with your clients.
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Paperless App

Doing life insurance business with Capitas Financial just got easier and saves you time. Start with one page "Application Request" form and see how easy it is!
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Underwriting

We have the utmost respect for your client relationships. This is why we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide you and your clients appropriate recommendations with clear expectations of the process.
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PSF^® Services

Building blocks for your financial success. Pacific Southwest Financial advisors offer a comprehensive spectrum of insurance, retirement, financial planning, and investment advisory services:

Free tool to research the background and experience of financial brokers, advisers and firms.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.

Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.

Contact Us

Home Office
21800 Burbank Blvd., Suite 200
Woodland Hills, CA 91367
Phone: 818.702.0889
Fax: 818.264.2359