Pacific Southwest Financial

Capitas Financial Inc. is a life insurance brokerage firm that operates at both national and local levels, offering a superior portfolio of insurance products and services tailored for ultra-high-net-worth clients. Through a collaboration of local and national resources, the firm provides creative solutions and advanced financial and insurance-based planning strategies to meet specific client needs.

Partnering with respected financial institutions, Capitas Financial enhances service capabilities and revenue potential for its advisors. The firm has also achieved a System Organization Control (SOC) certification, underscoring its commitment to cybersecurity and client security.

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