Bob Stankey
Director of Private Wealth, MBA
- Financial Planning
- Special Needs Planning
- Insurance
- Retirement Planning
- Estate Planning
- Long Term Care
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.
Bob Stankey
Director of Private Wealth, MBA
Biography
Bob joined Pacific Southwest Financial, a partner firm of Capitas Financial, as a Wealth Planning Consultant in February 2018. He is committed to helping financial advisors achieve greater success by partnering with them to help their clients build, preserve and distribute wealth. Bob has over 25 years of experience in the financial services industry, particularly with sales leadership and financial planning.
Bob holds an MBA in Finance from the University of Washington and in his spare time volunteers at the Union Gospel Mission Homeless Shelter and Recovery Center. He has lived over 20 years in Seattle with his family and enjoys playing golf, camping and traveling.
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.
