Lang Hanigan & Carvalho

Pacific Southwest Financial is an independent brokerage firm based in Woodland Hills, CA, specializing in providing creative insurance-based planning solutions for financial advisors and their clients. Their team of subject matter experts offers tailored plans for wealth accumulation, protection, and transfer goals, with a focus on delivering unbiased advice and best-in-class service.

Through their Private Wealth Group, Pacific Southwest Financial assists ultra-high net worth clients in designing and executing customized planning to achieve dynastic, philanthropic, business, and wealth transfer objectives. As a market leader, they offer access to dedicated underwriting teams and exclusive programs, setting themselves apart in the industry by creating trusted relationships and delivering personalized insurance solutions.

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