Cindy Guzzo
Director of Private Wealth, CLU®, ChFC®
- Business Succession Planning
- Estate & Wealth Transfer
- Executive Benefit Planning
- Supplemental Retirement Planning
- Charitable Planning
- Insurance Product Evaluation
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.
Cindy Guzzo
Director of Private Wealth, CLU®, ChFC®
Biography
Cindy has worked in the financial services industry since 1980, specializing in estate planning, executive compensation, and pension benefit planning for businesses and non-profit organizations.
Prior to joining Pacific Southwest Financial, Cindy was President of her own financial services firm and District Manager for a large mutual insurance company. She has extensive experience working with financial advisors and assisting them in developing comprehensive estate plans, business succession, executive benefit planning, and retirement planning for their clients. In addition, she holds a degree in Broadcast/ Journalism from Marquette University and is a skilled public speaker and presenter.
Cindy has earned numerous industry awards, including several Court of the Table and Top of the Table honors from the Million Dollar Round Table. She holds memberships in the American Society of CLU® and ChFC®, the California Association of Life Underwriters, and the San Diego Estate Planning Council. In addition to her Life and Disability Licenses, Cindy is a Series 7 Registered Representative.
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.
