Press Release – Forbes’ America’s Top Wealth Advisors

Abound Financials David Laut Ranked Forbes’ America’s Top Advisor Under 40

Granite Bay, CA – Abound Financial is thrilled to announce David Laut, the firms CEO, has been ranked in Forbes Top Advisors Under 40 and #2 in Northern California.

Granite Bay, September 5th, 2024 – CEO of Abound Financial and Certified Financial Planner™ (CFP®) David Laut has been honored with the title of America’s Top Wealth Advisors under 40 for the second year in a row by Forbes. Ranked #44 Independent advisor nationally and #2 in Northern California, this prestigious accolade highlights David’s and his teams focus on excellence for Abounds clients.

The criteria to meet this standard is rigorous, including 7 years of financial advising experience, a year at the current firm, strict compliance requirements, and at least $300M in custodied assets for firms in California.

This recognition from Forbes underscores David’s unwavering commitment to delivering outstanding wealth management services and his innovative approach to live abundantly. His ability to navigate clients’ full financial picture with clarity and insight has set him apart as a leader in the industry.

“Being recognized by Forbes as one of America’s top Wealth Advisors under 40 is an incredible honor,” said David Laut. “I am deeply grateful for the trust and support of my clients and colleagues. This achievement reflects our shared commitment to excellence and the positive impact we strive to make in the lives of those we serve.”

As we celebrate this significant achievement, we remain committed to providing our clients with the highest level of service and expertise. David Laut’s continued success is a reflection of our firm’s core values and our ongoing mission to creating a life full of Abundance.

For more information about David Laut and our wealth management services, please visit
Liveabound.com

Or email us at info@liveabound.com

About Abound Financial

Abound Financial is a leading provider of comprehensive financial planning and wealth management services. With a focus on personalized solutions and a client-centered approach, we are dedicated to helping individuals and families achieve their financial goals and live their most abundant lives.

*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings