Fitzgerald Insurance Service

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2001 N Main St Ste 210
Walnut Creek, CA 94596
+1 (925) 952-3800
https://www.capitasfinancial.com

Fitzgerald Insurance Service, part of Capitas Financial, is a life insurance brokerage firm that operates at both national and local levels, offering a superior portfolio of insurance products and services tailored for ultra-high-net-worth clients. Through a collaboration of local and national resources, they provide creative solutions and advanced financial and insurance-based planning strategies to meet specific client needs.

The firm partners with respected financial institutions to enhance service capabilities and revenue potential, ensuring a comprehensive approach to client relationships. Additionally, Capitas Financial has achieved a System Organization Control (SOC) certification, reflecting its commitment to cybersecurity and operational excellence.

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