Capitas Financial
Brianna Guttman has a diverse work experience, starting in 2010 as a Research Assistant at the University of Southern California Annenberg School of Communications. In 2012, they joined BackNine Insurance as a Long Term Care Director, where they worked until 2013. That same year, they became a Sales Vice President at Capitas Financial PSF, where they continue to work.
Brianna Guttman holds a Bachelor of Arts degree in Communication from the University of Southern California. In addition to their degree, they have obtained various certifications throughout the years. In 2018, they acquired the Series 63 certification from FINRA, and in 2014, they obtained the Series 6 certification from the same institution. Furthermore, in June 2012, they obtained the Life, Accident, and Health Insurance License from the California Department of Insurance, and in July of the same year, they obtained the California Partnership for Long-Term Care Designation. Lastly, Brianna has a certification in Long-Term Care from CLTC, although the specific details regarding when they acquired it are not available.
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Capitas Financial
Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.