MultiPlan Financial Services, Inc.
MultiPlan Financial Services, Inc., offers comprehensive planning services for individuals and small businesses. Products and services include financial and estate planning, retirement planning, and investments, as well as individual and group insurance products.
Harold J. Weight, CLU®, ChFc®
Harold has more than 40 years of experience in financial services. As a Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®), he has met extensive educational, experience, and ethical requirements. He specializes in financial and estate planning for individuals and small businesses. Harold is a principal in MultiPlan Financial Services.
Stacy Brady
Stacy is a financial consultant and a partner at MultiPlan Financial Services and assists clients with just about everything! Stacy has been with MultiPlan Financial Services since 1997 and holds her FINRA Series 6, 7, 63, and 66 securities registrations, as well as her State of Oregon insurance license. Stacy volunteers on the Amtrak Customer Advisory Committee, riding trains throughout the country. During her leisure time, she travels between Portland and Seattle, where she and her partner, Brian, spend time cooking, biking, and rooting for the Seattle Mariners and Seahawks.
Fixed insurance products and services are offered by MultiPlan Financial Services.