Tim Linaugh
Director of Private Wealth
- Executive Compensation Planning
- Business Continuation Planning
- Retirement Planning
- Advanced Estate Planning
- Financial Products 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.
Tim Linaugh
Director of Private Wealth
Biography
Tim joined Pacific Southwest Financial, a partner of Capitas Financial, in 2008. Tim assists advisors in identifying opportunities for life insurance and provides financial advisors with client-specific insurance design and management. Tim’s expertise in advanced planning solutions, product knowledge and underwriting support allows him to work closely with advisors to design and implement the proper life insurance programs to fit the clients’ needs and goals.
Prior to joining Capitas, Tim was a partner in a successful entrepreneurial endeavor in the sporting goods industry. Tim earned his B.A. in business and economics from UC Santa Barbara. He holds life insurance licenses in several states, and has both Series 7 and Series 66 certifications.
Tim lives in San Diego with his wife, Megan, and their three children. In his spare time, Tim enjoys coaching youth soccer and baseball as well as playing sports including golf, soccer, softball, and basketball.
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.
