Pacific Southwest Financial
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.
  • The PSF Life Desk was developed exclusively for Financial Advisors to assist with life insurance questions including the design, support and placement of life insurance, as well as policy reviews.
  • The Life Desk is targeted to any Financial Advisor with insurance questions and especially for those advisors who have not done permanent life insurance business in the past or would like a streamlined option for their smaller cases.

PSF Internal Life Desk Support

Internal Life Desk
Call the PSF Life Desk: 818-702-0889
Kari Woods Ext. 137
Brianna Guttman Ext. 145
Kaitlyn Alderete Ext. 113
Annette Hlavac MGR Ext. 140

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