Check out our new website at claritycap.net. This website will no longer be updated.
  • Financial Planning
    • Wealth Management
    • Refinery Retirement Services
    • Portfolio Management
    • Retirement Planning
    • Links & Resources
    • Guided Wealth Portfolios
  • CPA & Tax
  • Our Team
    • Meet Our Team
    • Organizational Chart
    • Our Firm
  • News / Blog
  • Contact Us
    • Client Resource Kits
    • Contact Us
    • Tour Our Firm
  • Client Login
Toggle
360-671-7891
Multop Financial
Multop Financial
  • Financial Planning
    • Wealth Management
    • Refinery Retirement Services
    • Portfolio Management
    • Retirement Planning
    • Links & Resources
    • Guided Wealth Portfolios
  • CPA & Tax
  • Our Team
    • Meet Our Team
    • Organizational Chart
    • Our Firm
  • News / Blog
  • Contact Us
    • Client Resource Kits
    • Contact Us
    • Tour Our Firm
  • Client Login

Organizational Chart

Financial Planning Organizational Chart

Download the Financial Planning Organizational Chart

Tax Planning Organizational Chart

Download the Tax Planning Organizational Chart

Privacy Policy

Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Multop Financial is not an affiliate of LPL Financial, and offers tax services separate from and apart from LPL Financial. LPL does not provide accounting or tax related services. Accounting and tax services may be offered solely by Multop Financial or its individual agents through independent businesses. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Montana, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin, and Wyoming.

– Broker Check

LPL Financial is not affiliated with any named entities listed on this site.

Resources
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Bellingham CPA & Tax Service
  • Guided Wealth Portfolios
  • Contact Us