Search company, investor...

Pacific Southwest Financial

psfin.com

Stage

Acquired | Acquired

About Pacific Southwest Financial

Pacific Southwest Financial is a brokerage consulting firm and Capitas member, specializing in all aspects of the insurance planning process.

Headquarters Location

9915 Mira Mesa Blvd Suite 110

San Diego, California, 92131,

United States

Missing: Pacific Southwest Financial's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Pacific Southwest Financial's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest Pacific Southwest Financial News

LTC Global Acquires Financial Advisory Associates

Nov 13, 2018

LTC Global previously acquired two other Capitas members, Pacific Southwest Financial & Insurance Services, Inc., in July 2017, and the Smith Companies in April 2018. FAA will continue to operate as a Capitas member. “We are fortunate to have the opportunity to work with FAA’s great team in Michigan and Virginia,” said Daniel G. Schmedlen, Jr., Chief Executive Officer of LTC Global. “Today’s transaction positions us to more closely integrate our Capitas member agencies and further diversifies LTC Global’s distribution business,” said Schmedlen. LTC Global operates a Medicare insurance product distribution business through its agency subsidiary United Insurance Group Agency, Inc., which is also headquartered in Oakland County, Michigan. About the FAA FAA operates an independent brokerage consulting business in Michigan and Virginia. As a Capitas member, FAA specializes in all aspects of the insurance planning process and provides strategic support to independent financial advisors, national financial institutions, securities brokerage firms and banks to better serve their clients. About Capitas Capitas is a member-owned independent brokerage organization that supports firms and financial advisor relationships across the United States to provide sophisticated and unbiased insurance and wealth management planning solutions. For more information about Capitas, visit capitasfinancial.com. About LTC Global LTC Global is the leading provider of capital to life and health insurers, insurance agents and agencies. Through its agency subsidiaries, LTC Global is a national distributor of life and health insurance products and the largest independent distributor of Long Term Care insurance. LTC is headquartered in Fort Myers, Florida. For more information about LTC Global, visit ltcglobal.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20181113005858/en/ LTC Global, Inc.

Pacific Southwest Financial Frequently Asked Questions (FAQ)

  • Where is Pacific Southwest Financial's headquarters?

    Pacific Southwest Financial's headquarters is located at 9915 Mira Mesa Blvd, San Diego.

  • What is Pacific Southwest Financial's latest funding round?

    Pacific Southwest Financial's latest funding round is Acquired.

  • Who are the investors of Pacific Southwest Financial?

    Investors of Pacific Southwest Financial include LTC Global.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.