Press Release – Abound Financial’s David Laut Ranked Forbes’ Best in State


David Laut

abound logo

Abound Financial’s David Laut Ranked Forbes’ Best in State Wealth Advisors for Northern California

Granite Bay, CA — Abound Financial is thrilled to announce David Laut, the firm’s CEO, has been ranked in Forbes Best-in-State Wealth Advisors and #1 Independent Wealth Advisor in Sacramento Metro Region.

David Laut, CEO and Certified Financial Planner™ at Abound Financial, is known for his retirement income planning, investment management, and income tax planning expertise. He is committed to helping his clients achieve their financial goals so they can feel confident about retirement and spend more time doing what they love.

Developed by SHOOK Research,  the Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors use a unique algorithm. This algorithm incorporates both qualitative and quantitative criteria to evaluate advisors. Qualitative measures are gathered through telephone, virtual, and in-person interviews to determine an advisor’s service model, compliance record, industry experience, and best practices. Meanwhile, quantitative data such as revenue trends and assets under management are also considered. The algorithm is designed to focus on advisors who demonstrate excellence in working with clients and encompass best practices.

About LPL Financial:

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and believe Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors so that they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

Securities are offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Abound Financial, a Registered Investment Advisor. LPL Financial and Abound Financial operate as separate and unaffiliated entities.

Related Posts from Abound Financial

Find a retirement planner in your area