Anna Pelkus
Wealth Planning Consultant
- Life Insurance
- Underwriting
- Agent Training & Onboarding
- 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.
Anna Pelkus
Wealth Planning Consultant
Biography
Anna joined Pacific Southwest Financial, a partner firm of Capitas Financial in July of 2017 to assist with a number of agency functions in our San Diego office. Her responsibilities included Underwriting Case Manager, assistant Office Manager and Licensing & Contracting for all agency advisor appointments across the country. Her background skills supporting financial advisors integrate insurance planning with their clients has transitioned her into a Sales and Marketing partnership in the Northern California territory of Pacific Southwest Financial.
Anna Graduated Cum Laude at University of Arizona Global Campus with a Bachelor of Business Administration. When not working Anna enjoys spending time with friends and family, reading, attending concerts, 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.
