Dustin Klass
Wealth Planning Consultant
- Advanced Estate & Legacy Planning
- Business Continuation
- Executive Benefits
- Disability Insurance
- Long Term Care Insurance
- Retirement Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Dustin Klass
Wealth Planning Consultant
Biography
Dustin joined Pacific Southwest Financial, a partner firm of Capitas Financial, as a Wealth Planning Consultant in 2023. He has been in the insurance and financial services industry since 2005 serving Financial Advisors and their clients while building his own book of insurance business. Prior to joining Capitas, Dustin was a Regional Specialist with TIME Financial for four years and Vice President and Sales Executive of Executive Benefits with Wells Fargo Insurance Services USA, now USI Insurance.
Dustin holds series 6 and 63 licenses and obtained his Bachelors of Arts in Journalism from Columbia College Chicago in Chicago, Illinois. He was born and raised in the San Francisco Bay Area. His wife, Carrie, their two sons, and dog (named Tahoe) have lived near Coeur D’Alene in Hayden, ID since 2023. Outside of work, Dustin enjoys spending time with family and friends, skiing in Tahoe, hiking, and coaching both of his sons’ sports teams in basketball, baseball, and flag football.
Pacific Southwest Financial
Pacific Southwest Financial® is an independent financial services firm and partner with Capitas Financial. Formed in 2001, each agency partner started as an independent business owner, not owned by an institution. Collectively, we are one of the largest independent distributors of insurance products, supporting clients, advisors and institutions.
With over $1 Billion in insurance premiums generated by us and our affiliates since 2021, over 800k inforce policies and over $80 Billion of inforce coverage, we understand business owners and what it takes to build wealth. Our Private Wealth Platform is structured to provide objectivity for sophisticated products and programs. An unbiased approach allows our field consultants to provide the right solutions to financial problems and opportunities.
