Milton G. Brenner
Wealth Planning Consultant
- Case Design
- Insurance Solutions
- Financial Product 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.
Milton G. Brenner
Wealth Planning Consultant
Biography
After graduating from the City University of New York, Milt spent 13 years on Wall Street as an Account Executive for a major investment-banking firm. He entered the insurance industry in 1977 when he relocated to San Diego, California.
Milt worked as an agent with the Paul Revere Insurance Company before joining Mutual Benefit Life as an agent and then as Manager of their Design Center. He then became Brokerage Manager and Design Center Manager with Sun Life of Canada.
Milt is known throughout San Diego, California as the person to contact when you need assistance finding the right company and product to fit your clients’ needs. He resides in San Diego, California with his wife, Marlene.
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.
