Who We Are

We’re real people, with real families, and real financial concerns just like yours – and a passion to help create abundance. We know the path to retirement looks different for everyone, and we’re here to walk it with you – on your terms.

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David Laut

CEO, Certified Financial Planner™

David Hicks

Financial Planner

Lisa Matenaer

Executive Assistant

How We Work

We value straight talk, simple solutions, and expert guidance. Simply put, we help people thrive – inside and out. We move beyond the jargon to design a practical plan for your personal retirement goals.

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For us, abundant life is about freedom.

Often, retirement can seem like an ending, but at Abound Financial, we see it as a new beginning.
The chance to use your time as your own. That’s how Pat and his wife see their newly retired lives.
PAT & LISA | ROCKLIN CA

READ PAT & LISA’S STORY

What is Abundance?

We think of abundance as the intersection where your goals and discipline meet our experience and service.

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What is an abundant life?

Contact Us

Retirement planning isn’t easy. But it can be simple. And it starts with transparency.

LET’S TALK

Visit Us

4180 Douglas Blvd. #200
Granite Bay, CA 95746

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