Robert Charron
Wealth Planning Consultant, CFP®, AEP®
- Estate Planning
- Chronic Illness Planning
- Business Planning
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.
Robert Charron
Wealth Planning Consultant, CFP®, AEP®
Biography
Robert joined Pacific Southwest Financial, a partner firm of Capitas Financial, as a Sales Vice President in February 2018. Now as Wealth Planning Consultant is committed to helping financial advisors achieve greater success by partnering with them to help their clients build, preserve and distribute wealth.
Prior to joining Capitas, Robert worked with Hartford Life from 1998 to 2012 as District Manager and then worked with Prudential Life from 2012 to 2014 as Insurance Planning Specialist. From 2014 to 2016, he joined Time Financial as Insurance Planning Specialist and lastly became an RSVP at Prudential from 2016 to 2018.
Robert earned his B.A. in Economics at Vanderbilt University and is a member of the North County San Diego Estate Planning Council. In his spare time he enjoys golfing and camping.
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.
