Don Curristan (Managing Director - Executive Benefits)

Biography

For the past twenty years, Don has served the benefit needs of client boards of directors and senior management in public, private and tax-exempt organizations. He focuses on the design, funding, implementation, and administration of select executive retirement, retention and performance- incentive plans to attract, retain and reward key talent. A featured speaker at professional associations, Don’s written work has appeared in the Credit Union Times, Western Independent Banker’s Magazine and the Foundation for Enterprise Development, “Ask the Expert” publication.

He earned his BS in finance from Arizona State University, and the Chartered Life Underwriter® and Chartered Financial Consultant® professional designations. Don resides in San Diego with Melissa, his wife, and two daughters. He’s a board trustee for the Social Advocates for Youth, a golfer, skier and believer in the timeless quote: Nothing in the world can take the place of persistence . . .”

Executive Benefit Solutions

Capitas’ Executive Benefit Solutions (EBS) practice specializes in the design, implementation, and administration of executive benefit plans. The consultants and technical specialists analyze and create plans and financing solutions to meet the needs of both public and privately held companies as well as non-profit organizations. Benefit programs are strategically crafted to align with overall compensation philosophies and financial objectives. The team includes professionals with expertise in the areas of tax, accounting, law, actuarial science, and finance. The EBS practice is a leader in the design and administration of executive benefit programs, as well as the financing arrangements associated with these plans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.