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This profile was last updated on 2/3/16  and contains information from public web pages and contributions from the ZoomInfo community.

Partner

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...   more
Background

Employment History

Board Memberships and Affiliations

  • Life Member
    Circle
  • Life Member
    Hartford Honors Club

Education

  • Criminal Justice degree
    San Diego State University
9 Total References
Web 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.
Other People with the name "Maholchic":
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