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This profile was last updated on 11/23/2016 and contains contributions from the  Zoominfo Community.

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Wrong Rick Maholchic?

Rick Maholchic

Executive Vice President †Woodland Hills

Capitas Financial LLC

HQ Phone:  (877) 463-1234

Direct Phone: (303) ***-****direct phone

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Capitas Financial LLC

200 Coon Rapids Boulevard Suite 300

Minneapolis, Minnesota,55433

United States

Company Description

Capitas Financial, Inc. is a life insurance brokerage company that operates at both the national and local levels, offering a superior portfolio of insurance products and services, a state-of-the-art case management system and an extensive national account mar... more

Find other employees at this company (390)

Background Information

Employment History

Executive Vice President

Pacific Southwest Financial


Regional Manager

Hartford Life , Inc.


Regional Manager

Hartford Computer Group Inc


Affiliations

Circle

Life Member


Hartford Honors Club

Life Member


Education

Criminal Justice degree

San Diego State University


Web References(8 Total References)


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).


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.


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 MaholchicRick 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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