Susan Viator
Wealth Planning Consultant
- Design & Implementation of Financial Solutions
- Wealth Transfer Planning
- Long Term Care
- Retirement Income Planning
- POS & Wholesale Services
- Relationship Building
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.
Susan Viator
Wealth Planning Consultant
Biography
Susan started her career in the financial services industry in Boston. Over the years she held sales and marketing roles with New England Life, Sun Financial Group, Transamerica, First Variable Life, Ameritas, Phoenix Home Life, The Hartford, and TIME Financial. She joined Capitas in 2014 as a Wealth Planning Consultant. Susan is registered with Simplicity Investments and holds her series 6 and Life and Health Insurance Licenses.
Susan consults with Financial Advisors and their clients to identify estate, business and protection needs; discuss planning strategies; and implement suitable, tax efficient insurance and long term care plans to address their financial situation.
Susan is on the Advisory Board for California Family Life Center, serving children suffering abuse and abandonment. She served on Women’s Symposium of Southern California board five years. She volunteered 16 years in her community library literacy program. Devoted to an active lifestyle, look for her on beach doing yoga or running and walking her Schnauzer and dogs.
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.
