Your Prudent Personal Financial Services Firm.

At Capitalize Your Finances, we want you to not just be financially healthy, we want to inspire you to be CAPitalizers! Our goal is to have our clients, both existing and new, grow to be confident with their finances. But more importantly than that, we want you to conquer every aspect of your financial life.

CAPitalize

Services
About Us
Meet the Team
Professional Partners

Services
About Us
Meet the Team
Professional Partners

Contact Us

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

(253) 214-3050

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.

Form ADV Part II
LPL Financial Form CRS

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