Nichole Schurr
Director of Private Wealth, CFP®, CLU®, ChFC®, CASL®, CRPS®, AWMA®, MSFP
- Life Insurance Planning
- Long Term Care Planning
- Disability Income
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.
Nichole Schurr
Director of Private Wealth, CFP®, CLU®, ChFC®, CASL®, CRPS®, AWMA®, MSFP
Biography
Nichole joined Pacific Southwest Financial, a partner firm of Capitas Financial, as Director of Private Wealth in 2019. Prior to joining Capitas, Nichole was Regional Sales Vice President with Prudential Financial’s Insurance division since 2016 and is currently the President of Schurr Financial Services, Inc. since 2001.
Nichole received her Bachelor of Science in Business Management from the University of Phoenix and Master of Science in Personal Financial Planning from the College of Financial Planning. She holds the following certifications: CFP®, CLU®, ChFC®, CASL®, CRPS®, and AWMA. When in her spare time, Nichole enjoys sailing and scuba diving.
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.
