Greg Anderson
Director of Private Wealth, CLU®, ChFC®
- Insurance Solutions
- Advanced Estate Planning
- Business Continuation Planning
- Financial Product Analysis & Design
- Wealth Transfer
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.
Greg Anderson
Director of Private Wealth, CLU®, ChFC®
Biography
Greg joined Capitas Financial in 2013 and has over 30 years of experience in the insurance and financial services industry. As a Director of Private Wealth with Pacific Southwest Financial, a partner firm of Capitas Financial, Greg works closely with financial advisors to assist them in the implementation of appropriate insurance-based solutions for their clients.
A graduate of the University of Montana, Greg currently holds his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Greg has been married for over 30 years and has two children. When not working Greg enjoys pickleball, golf, skiing, skydiving and tournament poker.
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.
