Granite Bay, CA – KERUX 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
