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

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