R David Canaday

About R David Canaday

BIOGRAPHY David is a member of the Private Client Group and Director of Private Wealth for Pacific Southwest Financial / Capitas Financial. He and his group provide professional planning solutions, advise and guidance for advisors and clients, in the areas of Estate, Business and Insurance Planning; helping clients protect and preserve family and business wealth. He and his team provide Sophisticated, Unbiased Solutions, serving national and international clients. His professional career spans 35+ years, including 9 years with Merrill Lynch as a Regional Planning Specialist, followed by 24 years at Morgan Stanley as a Divisional Planning Specialist. He also served as the National Director of their Estate and Insurance Planning Department in New York City. David is now contracted and practicing with the Private Wealth Advisors from several Wall Street Firms, Trust Companies and legal/Accounting Firms. David has worked with wealthy families and corporate businesses in 28 states and 12 international countries. David is an active member of the National Association of Estate Planners and Councils, the Orange Coast Estate Planning Council, the Sociality of Financial Services Professionals and the Society of Trust and Estate Practitioners.He has authored numerous articles /papers, and lectured nationally on Protecting and Preserving Family and Business Wealth. EDUCATION & CREDITIALS- Master of Science in Financial Services, MSFS® -The American College- Chartered Financial Consultant, ChFC® -The American College- Chartered Life Underwriter, CLU® -The American College- Life Underwriter Training Council Fellow, LUTCF® -The American College- Accredited Estate Planner, AEP® -The National Association of Estate Planners and Councils- Trust and Estate Practitioner, TEP® -The Society of Trust and Estate Practitioners- Securities Licenses, Series 7/63 - Financial Industry Regulatory Authority- Registered Representative,The Leaders Group, Inc. Member FINRA/SIPC- Insurance Licenses, life, annuity, health, variable, settlement - Departments of Insurance /12 States.

Experience

1. Director of Wealth Planning,

   Capitas Financial

   Dec 2018 — Present · California, NV, US

   Providing Sophisticated, Unbiased, Planning, Solutions for advisors and key clients;\"Protecting, Preserving and Growing family and business wealth\".

Education

• The American College

  Life Underwriting Training Councel Fellow, LUTCF®,

  1975 — 1977

• The American College

  Chartered Life Underwritter, CLU®,

  1995 — 1998

• The American College

  Chartered Financial Consultant , ChFC®,

  1997 — 1999

• The American College

  Masters of Science in Financial Services, MSFS®,

  2004 — 2007

Skills

• Asset Management
• Retirement Planning
• Wealth Management
• Series 7
• Fixed Annuities
• Mutual Funds
• Financial Services
• Alternative Investments
• Investments
• Financial Planners
• Wealth Management Services
• Estate Planning
• Retirement
• Business Planning
• Asset Allocation