Brianna Windau
Wealth Planning Consultant, CLTC®
- Life Insurance
- Business Planning
- Retirement Planning
- Estate Planning
- 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.
Brianna Windau
Wealth Planning Consultant, CLTC®
Biography
Brianna joined Pacific Southwest Financial, a partner firm of Capitas Financial, in April 2013 as a Sales Marketing Specialist. Since then, she has continued to grow within the organization and currently serves as a Wealth Management Consultant. Prior to joining Pacific Southwest Financial, Brianna worked as a Long-Term Care Specialist with a boutique general agency, giving her a strong foundation in long-term care planning and financial services.
Brianna graduated Cum Laude from the University of Southern California with a Bachelor of Arts in Communication and a minor in Psychology. She also holds the Certification in Long-Term Care (CLTC®) designation and has earned her Series 6 and Series 63 securities licenses.
Outside of work, Brianna enjoys spending time with her husband and baby, working out, traveling, attending live music events, and stand-up comedy shows.
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.
