Anthony Beltran, LUTCF
VP of Distribution, Financial Advisor
I have made it my goal to see that our advisors become the best version of themselves.
Anthony Beltran has been in the financial service industry since 1996. Anthony is the Vice President of Distribution and Development. He is committed to the growth of Capstone Financial Group (Ameritas) through talent acquisition and training Financial Advisors as well as our brokerage community. He served as Pacific Advisors Managing Director from 2004-2015 and Capstone Partners/Mass Mutual from 2016-2021.
Anthony was the recipient of The Guardian's President's Council Award at the platinum level in his first year with Guardian and has achieved PCA every year since. He acheived Leaders Club several times and he also received the Management Council Award with Mass Mutual. He has completed Guardian’s Next Generation Master’s program and then earned the role of a Principal Director with The Guardian in 2015. Anthony was honored to be a Career Development Award qualifier in GAMA International's Distribution Management Awards program at the Platinum level. He is an active member of FINSECA and NAIFA.
Licenses held: Life & Health, Property & Casualty, Series 6, 63, 7, and 24
Anthony retired from the U.S. Navy in March, 2011 after 22 years where he served as a Navy Corpsman and Master Trainer teaching Military Leadership.
California Insurance License # 0B78017 Registered for Securities in CA
CRD # 2734899