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

Julie Postier

Sr. Client Service Associate

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.

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Visit Us

4180 Douglas Blvd. #200
Granite Bay, CA 95746

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