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.

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:

Insurance Plan

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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Insurance Plan

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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Insurance Plan

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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Insurance Plan


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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Broker Check

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. 575, 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

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.

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Contact Us

Home Office
21021 Ventura Blvd., Suite 400
Woodland Hills, CA 91364
Phone: 818.702.0889
Fax: 818.264.2359

6263 North Scottsdale Road, Suite 395
Scottsdale, AZ 85250
Phone: 602.955.1111
Fax: 602.955.1520

843 Alder Creek Dr., Suite A
Medford, OR 97504
Phone: 541.500.0877
Fax: 818.264.2359

9915 Mira Mesa Blvd., Suite 110
San Diego, CA 92131
Phone: 858.546.8686
Fax: 818.835.8573

25201 Paseo De Alicia, Suite 270
Laguna Hills, CA 92653
Phone: 949.296.1161
Fax: 949.296.1170