History
Founded in 1998 Pacific Southwest Financial prides itself on local support with family office planning capabilities. As a Partner of Capitas Financial we are one of the largest independent distributors of insurance products, supporting clients, advisors and institutions since 2001.
Support
Given our experience in the high-net-worth market space we understand every firm and advisor has unique needs. We engage and support advisors who have a Broker Dealer and those who do not. Our goal is to become your strategic insurance partner as a valuable addition to your existing platform.
Independence With infrastructure
- Full Service Advisor Platform
- Centralized Point of Contact for Advisors
- Flexible Reporting
- Data Security and Client Confidentiality
Free tool to research the background and experience of financial brokers, advisers and firms.
