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3929 Bridgeport Way West, #301, University Place, WA 98466

FINRA’s Broker Check
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What We Do
Meet the Team
- Christopher A. Panagiotu, CFP®, CRPS®
- Betty DeFazio
Who We Help
- CAPitalizing Your Personal Finances
- CAPitalizing Your Company Retirement Plan
Here’s What It Costs
The Podcast
Setup a Time with The CAP in CAPitalize

What parts of your finances can we help you CAPitalize?

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CAPitalize Your Finances

3929 Bridgeport Way West, #301
University Place, WA 98466

Contact Us
(253) 214-3050
(253) 214-3050

Form ADV Part II
LPL Financial Form CRS

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Check the background of this firm on FINRA’s BrokerCheck.

The advisors at CAPitalize Your Finances are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. CAPitalize Your Finances is a separate entity from LPL Financial. CAPitalize Your Finances is not registered as a broker-dealer or investment advisor. CRPS® conferred by College for Financial Planning.

The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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