David Canaday
Director of Private Wealth, MSFS, ChFC®, CLU®, LUTCF®, AEP®, TEP®
- Estate Planning
- Charitable Planning
- Business Planning
- Retirement Planning
- Financial Products Analysis & Design
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.
David Canaday
Director of Private Wealth, MSFS, ChFC®, CLU®, LUTCF®, AEP®, TEP®
Biography
David is a member of the Private Client Group and Director of Private Wealth for Pacific Southwest Financial / Capitas Financial. He and his group provide professional planning solutions, advice, and guidance for advisors and clients in the areas of Estate, Business, and Insurance Planning; helping clients protect and preserve family and business wealth.
His professional career spans 35+ years, including 9 years with Merrill Lynch as Regional Planning Specialist, followed by 24 years with Morgan Stanley Wealth Management as a Divisional Planning Specialist. He also served as the National Director, of the Estate and Insurance Planning Department in New York. David is now contracted and practicing with the Private Wealth Advisors from several Wall Street Firms, Trust Companies, and Legal / Accounting Firms.
David is an active member of the National Association of Estate Planners & Councils, the Orange Coast Estate Planning Council, the Society of Financial Service Professionals, and the Society of Trust and Estate Practitioners. He has authored numerous articles and lectured nationally on Protecting and Preserving Family & Business Wealth.
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.
