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2016-05-05T00:00:00.000Z

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Wrong Rick Maholchic?

Rick Maholchic

Executive Vice President

Pacific Southwest Financial

HQ Phone: (858) 546-8686

Email: r***@***.com

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Pacific Southwest Financial

9915 Mira Mesa Blvd Suite 110

San Diego, California 92131

United States

Company Description

PSF® is an independent financial services consulting firm. We offer professional service through our support staff who provide extensive resources for independent financial advisors to better serve their clients. In addition, a number of national financ ... more

Find other employees at this company (44)

Background Information

Employment History

Regional Manager

Hartford Life , Inc.

Regional Manager

Hartford Computer Group Inc

Affiliations

Life Member
Circle

Life Member
Hartford Honors Club

Education

Criminal Justice degree

San Diego State University

Web References (9 Total References)


Pacific Southwest Financial®

www.capitasfinancial.com [cached]

Rick Maholchic, CLU®, ChFC®

Executive Vice President
Rick has worked in the insurance industry for over 20 years. Rick has spent the majority of his career working with banks, wirehouses and independent financial advisors in a consultative sales environment. Before entering the insurance and financial services industry, Rick was an officer in the US Army Field Artillery, attaining the rank of Captain before his honorable discharge in 1989. While in the military, Rick graduated from both the Airborne and Ranger schools. In 1992, Rick joined the Hartford, where he achieved the highest production awards for manager and field consultant. From 2003 - 2010 Rick was Hartford Regional Vice President for California and Hawaii, before becoming a Partner with Pacific Southwest Financial and joining the Capitas Financial team. Rick has had multiple articles published in The National Underwriter and California Broker. He holds a Criminal Justice degree from San Diego State University and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Rick currently resides in Oak Park, CA with his wife and two daughters.


Pacific Southwest Financial

www.capitasfinancial.com [cached]

Rick Maholchic, CLU, ChFC Executive Vice President â€" Woodland Hills rick.maholchic@capitasfinancial.com


CDI Overview

www.capitasfinancial.com [cached]

Rick Maholchic

Vice President and Director of Sales
Rick has worked in the insurance industry for over 20 years. Rick has spent the majority of his career working with banks, wirehouses and independent financial advisors in a consultative sales environment.
Before entering the insurance and financial services industry, however, Rick was an officer in the US Army Field Artillery, attaining the rank of Captain before his honorable discharge in 1989. While in the military, Rick graduated from both the Airborne and Ranger schools.
In 1992, Rick joined the Hartford, where he achieved the highest production awards for manager and field consultant. He is also a life member of the Hartford Honors Club and Circle of Excellence, of which fewer than 25 people have achieved. From 1999 â€" 2003 Rick was instrumental in the creation of a National Sales Division that is focused solely on transactional life programs for independent planners, banks and NYSE broker/dealers. This division of the Hartford is now responsible for over 12,000 applications annually.
In 2003, Rick was appointed the Hartford Regional Vice President for California and Hawaii, where he managed a staff of 23 sales and support personnel, before joining the Capitas Distributors team.
Rick has had multiple articles published in The National Underwriter and California Broker. He holds a Criminal Justice degree from San Diego State University and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).


CalCPA.org - Los Angeles Chapter

www.calcpa.org [cached]

Guest Speakers: Sean Coughlin, CFP, Estate and Business Planning Consultant; Rick Maholchic, CLU, Regional Manager - The Hartford Life Insurance Company


Help Clients Supplement T heir Retirement Income With Variable

www.calbrokermag.com [cached]

By Rick Maholchic

...
Rick Maholchic, CLU, manages the Southern California Sales Office for Hartford Life Insurance Co., a subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG).Maholchic assists brokers, financial planners and banks meet the life insurance planning needs of their high-net-worth clients.He can be reached at rick.maholchic@hartfordlife.com.

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