WiserAdvisor
Featured Business Business Profile Advertise
Bellingham Financial Advisors
Multop Financial
333 Calluna Ct, Suite 205
Bellingham, WA 98226
“The Private Tax & Financial Planning Specialists”
Advisor Profile
Name:  Phil Multop, CPA, CFP®
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

Our Mission Statement: To Gain Quality Clients & Keep Them for Life

At Multop Financial, we tailor all financial solutions to the uniqueness of the people involved, creating high trust and high performance. We build relationships with individuals & their families by explaining financial processes so together we can select resources & tools to get your desired results.

If you want expert planning for your assets, you want Multop Financial; Financial Planner's, CPA's, and Estate Planning experts - all working together to provide elite planning for your family or business.

National Association of Enrolled Agents
National Society of Public Accountants
Washington Association of Accounts
International Association of Public Accountants
Financial Planners Association
 

General Information

Gender:    Male
CRD#:    1623493
Firm CRD#:    6390
Name of Broker/Dealer:    Pacific West Securities, Inc.
Name of Custodial Firm:    Pershing, LLC
States Licensed in:    AZ, CA, FL, HI, NC, TX, OR, WA
Years of Experience in Financial Services:    32
Number of Years with Current Firm:    32
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
BA, Accounting, Business, Economics - Western Washington University, Bellingham (1976)

MS, Taxation - Golden Gate University, Seattle (1988)
 

Services

Investment Types:    Stocks, Annuities, Insurance, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Real Estate, Bonds, Alternative Investments, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Masters in Taxation, Accredited Tax Advisor® (ATA), Enrolled Agent (EA)
Securities Licenses:    Series 63, Series 22, Series 7, Series 6
Insurance and Annuity Licenses:    Annuity, Disability, Variable Life, Long Term Care, Life, Variable Annuity, Health
Financial Organization Memberships:    National Association of Enrolled Agents (NAEA), American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    700
Firm's Number of Planning Clients:    325
Firm's Number of Managed Clients:    325
Advisor's Number of Clients:    400
Advisor's Number of Managed Clients:    400
Advisor's Number of Planning Clients:    400
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Subscriptions, Based on Assets, Flat Fee
 
 
 
Prepared By: Phil Multop, CPA, CFP®