David Patton
Director of Private Wealth
- Advanced Estate Planning
- Executive Compensation Planning
- Retirement Planning
- Financial Products Analysis & Design
- Business Succession Planning
- Corporate Structure Analysis
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 Patton
Director of Private Wealth
Biography
David joined Capitas in 2017 after 19 years of experience in the insurance industry and 14 years of experience in the financial services industry. Prior to joining Capitas, he ran an independent advisory firm, New Harbor Capital, focusing his efforts on wealth management and insurance planning for high net worth individuals and small business owners. His experience as a Financial Advisor gave him the unique perspective needed to help identify existing clients who could benefit from life insurance. David enjoys the opportunity to mentor advisors looking to expand their business capabilities by offering complex wealth transfer and planning strategies into their practice. David holds his 7, 65, 63, and Life Licenses.
David currently splits his time between Southern Arizona and Southern California where he enjoys golf and travel with his wife, Natasha.
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.
