Paul DeLauro (Wealth Planning Attorney - Business Planning/Succession, Wealth Transfer & Estate Planning)

Biography

Paul DeLauro, JD, CTFA™, is a seasoned wealth strategist with over 20 years of experience serving high and ultra-high net worth clients. He specializes in holistic wealth planning, including advanced tax and estate strategies, asset protection, philanthropic planning, and complex insurance solutions such as private placement and captive insurance.

Paul recently joined the Capitas Private Wealth Team, where he supports advisors with advanced insurance and estate planning strategies. His prior roles include Senior Wealth Strategist at PNC Bank and Head of Wealth Strategies at City National Bank, where he launched and led the firm’s wealth planning platform.

He has held leadership roles at US Trust, First Hawaiian Bank, and Wells Fargo, and co-authored Hawaii’s “Permitted Transfers in Trust Act.” A frequent speaker and published author, Paul is known for his client-focused planning and innovative thinking.

He earned his JD from the University of Denver - College of Law and holds a BA from the University of Colorado, Boulder. Paul is a Certified Trust & Financial Advisor and an active contributor to professional organizations.

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 2001, 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.

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.