Matt Bumstead Frc

Matt Bumstead Frc Email and Phone Number

President and Investment Advisor of Clarity Capital Management. Certified Federal Retirement Consultant. @ Clarity Capital Management
Matt Bumstead Frc's Location
Sumner, Washington, United States, United States
Matt Bumstead Frc's Contact Details
About Matt Bumstead Frc

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about meeting their goals and objectives and developing long lasting relationships with our clients. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our experience has taught us that investors need to be invested for the long term. We try our best to clarify the best path for their goals through education. This philosophy is what created our corporate motto "Your Future Made Clear". Another focus of Clarity Capital is to assist other financial professionals in training and business development. We develop Financial Professionals including CPA’s and Attorneys who are securities licensed. We currently train, supervise and partner with Independent Financial Professionals and Advisors around the Northwest. Our state of the art technology, business practice, marketing opportunities, flexibly and ease of doing business have made it attractive for other independent financial professionals to join with us.

Matt Bumstead Frc's Current Company Details
Clarity Capital Management

Clarity Capital Management

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President and Investment Advisor of Clarity Capital Management. Certified Federal Retirement Consultant.
Employees:
4
Matt Bumstead Frc Work Experience Details
  • Owner/President Clarity Capital Management
    President
    Owner/President Clarity Capital Management Jan 2016 - Present
    Kent, Wa
    My day to day duties consist of managing and helping out my client investment accounts, cultivating relationships with new clients and assisting other financial advisors within our firm with their practices.Matt Bumstead is a registered representative with, and securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section. LPL and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Clarity Capital Management Products offered are: Not insured by the FDIC/NCUA, Not a deposit or other obligation of or guaranteed by any bank or credit union, and Subject to risks including the possible loss of principal amount invested. Content posted by other parties does not necessarily represent the views of LPL or Clarity Capital Management or Matt Bumstead. Content is for general purposes only and is not an offer to buy or sell any security. LPL does not provide tax or legal advice. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit: https://claritycap.net
  • Clarity Capital Management
    President/ Lead Financial Advisor Multop Financial And Clarity Capital Management
    Clarity Capital Management Jan 2016 - Present
    Western Washington
  • Multop Financial
    President/ Lead Investment Advisor
    Multop Financial Oct 2019 - Present
    Bellingham, Washington
  • Summit Financial Inc
    Ceo
    Summit Financial Inc Jan 2009 - Dec 2015
    Renton
    My day to day duties consist of managing and helping out my client investment accounts, cultivating relationships with new clients and assisting other financial advisors within our firm with their practices.
  • Summit Financial Inc.
    Vice President
    Summit Financial Inc. Dec 2008 - Dec 2015
    Summit Financial Inc is a full service Financial Planning firm, specializing in Business Succession Planning and Retirement Planning for individuals and businesses. In addition Summit assists with professional development and monitoring of other registered representatives in the industry.
  • Fowler Financial Group
    Financial Advisor
    Fowler Financial Group Aug 2004 - Dec 2008
    Bellevue, Washington
    Management of Client assets, financial planning and business planning for various Client in Washington State.
  • University Of Utah
    Bachelor Student
    University Of Utah Aug 2001 - Jun 2004
    Greater Salt Lake City Area
    Bachelor of Finance

Matt Bumstead Frc Skills

Retirement Planning Strategic Financial Planning Investments Finance Financial Advisory Investment Advisory Alternative Investments Portfolio Management Financial Analysis Financial Modeling Series 7 Wealth Management Life Insurance Estate Planning Succession Planning Disability Insurance Asset Allocation Asset Management Equities Leadership Mutual Funds Negotiation Program Management Series 63 Hold Series 7 Hold Series 66 Long Term Care Insurance Chartered Federal Employee Benefits Consultant National Education Association Financial Rep Boy Scout Master Small Business Exit Stategist Small Businees Retiremenet Plan Consultant

Matt Bumstead Frc Education Details

Frequently Asked Questions about Matt Bumstead Frc

What company does Matt Bumstead Frc work for?

Matt Bumstead Frc works for Clarity Capital Management

What is Matt Bumstead Frc's role at the current company?

Matt Bumstead Frc's current role is President and Investment Advisor of Clarity Capital Management. Certified Federal Retirement Consultant..

What is Matt Bumstead Frc's email address?

Matt Bumstead Frc's email address is ma****@****ial.com

What is Matt Bumstead Frc's direct phone number?

Matt Bumstead Frc's direct phone number is +142528*****

What schools did Matt Bumstead Frc attend?

Matt Bumstead Frc attended University Of Utah - David Eccles School Of Business, Brigham Young University - Idaho.

What are some of Matt Bumstead Frc's interests?

Matt Bumstead Frc has interest in Volleyball, Baseball, Camping, I Love Hiking, I Have Always Been A Zealous Outdoorsman.

What skills is Matt Bumstead Frc known for?

Matt Bumstead Frc has skills like Retirement Planning, Strategic Financial Planning, Investments, Finance, Financial Advisory, Investment Advisory, Alternative Investments, Portfolio Management, Financial Analysis, Financial Modeling, Series 7, Wealth Management.

Who are Matt Bumstead Frc's colleagues?

Matt Bumstead Frc's colleagues are Ingrid Gintz.

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