Welcome to Abound Financial
We are a Sacramento Valley based firm with offices in Granite Bay and Chico focused on retirement income, tax, and wealth management strategies. We are led by CEO David Laut, who was ranked among Forbes’ Best-in-State wealth advisors and listed #1 Independent Wealth Advisor in the Sacramento Metro Region.
Mission Statement
Our mission is to give people the confidence to live life abundantly. It is our sincere conviction that God has commissioned us to help others steward their finances and shine the light of Jesus into their lives. We strive for excellence, integrity, and innovation as we help our clients steward their money.
What You’ll Have with Abound Financial
An expert onboarding team, tailored training, and continuous coaching for smooth acquisition integration
Cutting-edge CRM systems for meticulous client activity tracking, enhancing organization and efficiency
A highly skilled team: 4 Certified Financial Planners™ and 5 dedicated support staff, ready to serve
Optimized, client-centric review meeting processes, ensuring productive and valuable interactions
Centralized portfolio management strategies, delivering consistent and dependable client outcomes
Led by top 1% LPL advisor, David Laut with a proven record of successful mergers and acquisitions
Meet The Team
David Laut
CEO, Certified Financial Planner™
Mark Barrett
Certified Financial Planner™
Mark Burns
Certified Financial Planner™
David Hicks
Certified Financial Planner™
Lisa Matenaer
Chief of Staff
Gail Engler
Sr. Operations Associate
Samuel Smith
Operations Associate
Jena Miller
Executive Assistant & Client Services Manager
Kaylin Valencia
Executive Assistant
Our Services
Income Tax Planning
With all of the adjustments in how you receive income and tax codes that constantly change, this is brand-new territory for you. We can assist you in navigating these changes and keeping you up to speed on any new tax code modifications.
Investment Management
We believe that retirement should be a time of relaxation and enjoyment, without any of the stress. That’s why we take on the responsibility of managing your portfolio – to help you relax and enjoy those golden years!
Estate Planning
Secure your legacy with Abound Financial’s professional estate planning services. Safeguard your assets and ensure a smooth transition for your loved ones.
Retirement Income Planning
We specialize in creating retirement income plans that are tailored to your needs. We strive to make sure you have enough money to cover your costs, and that you won’t have to worry about running out of money in retirement.
Assistance to Loved Ones
You may decide you want to assist family and friends in need during your new season of retirement. We applaud your generosity and want to ensure that you are able to do so in the most financially efficient way possible.
Chaplain
Abound Financial’s chaplain services offer solace and support, providing spiritual guidance and emotional comfort for individuals and communities in need at no cost.
Business Demographics
AUM Concentration by Client Age
Send Us a Message
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