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. 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. We think of abundance as the intersection where your goals and discipline meet our experience and service. Submit your email and receive occasional newsletters about retirement planning, market influences, and abundant living.
The chance to use your time as your own. That's how Pat and his wife see their newly retired lives. We think of abundance as the intersection where your goals and discipline meet our experience and service. Submit your email and receive occasional newsletters about retirement planning, market influences, and abundant living.
Services
We're real people, with real families, and real financial concerns just like you. We value trust, simplicity, and service. And we'll work hard to help you cultivate a thriving, vibrant life that allows you to live abundantly - now and in the future. Beyond our knowledgeable team, Abound has curated relationships with advisors in related disciplines - such as legal, tax and insurance professionals - to broaden your knowledge resources.
I began working for my father's construction company when I was 15 years old. One day, he pulled me aside and said, Remember, the work you do has your name written on it. It represents you and our family. This principal was reinforced by my favorite boss when he told me, "How you do the little things is how you do everything."
I grew up in a family of nine and my dad worked extremely hard to provide for all of us. Watching him had a big impact on me. Early on, I saw value in work ethic and character, but also how financial decisions played a major role in our success. That is probably why personal finance was my favorite subject as a high school math teacher.
I believe simplifying life lets us appreciate the things that matter most. For me, this is when all aspects of my environment are in their place. As one of ten children in my family growing up, staying organized was the only way to make sense of the chaos around me. I was the kid who actually enjoyed cleaning her room!
Generations of my family lived in Hawaii working tirelessly in sugar cane and pineapple fields at the Dole Plantation. I was taught from a young age to pursue excellence in your work and to be in Aloha with each person you meet. The word Aloha is generally used for saying hello and goodbye, but it also means learning to love what another person loves.
Reviews (9)
Gaylene H.
Dec 11, 2020
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I have been working with David Laut and his team for several years. I very much appreciate the way he has structured and managed my financial portfolio. He does an excellent job of explaining what is happening in the market and any recommendations he has for changes. David continuously looks for way to minimize fees and optimize earnings. The entire team is quick to respond to any questions/needs and are a pleasure to work with. Abound Financial provides a comprehensive service in the working relationship they have with my tax preparer and estate planner, which makes my life easier. I
Judy R.
Oct 14, 2020
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David Laut and Team are fantastic! He always looks out for me and my tolerance for risk. He takes a personal interest in his client's well being and keeps me regularly updated especially when world changes are happening and the market is going in different directions. He listens to my needs, concerns and financial goals and offers sound advice and recommendations. I will be able to have a healthy retirement and I can't thank David and his office staff for their help and guidance. I highly recommend you talk with David about your financial needs and goals - he's not about buying and
Lori S.
Sep 23, 2020
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David and team are the best! We picked him because we felt very comfortable with him. He is very transparent. He holds meeting with us regularly at his initiation. The portal they use is very user friendly. You see your balance sheet all in one easy to understand picture. David is also a great philanthropist. We have volunteers with him and gone to fundraisers with him and team. He also holds educational seminars which is so wonderful! We highly recommend Abound Financial!!!
Sage L.
Sep 13, 2020
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Maureen B.
Sep 07, 2020
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My financial portfolio has been developed and managed by David Laut and his firm for many years. I am a "right brain" person who is allergic to math. David's presentation and recommendations are done in a way that I can comprehend. What is most remarkable is the trust David has earned. In a professional manner, David is a combination of financial advisor, confidante, and friend. I have entrusted David with information on my family dynamics, health challenges, and financial fears. I have no doubt that David is a great partner in my efforts to live a long prosperous life.
Pat M.
Sep 03, 2020
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When I chose David and Abound Financial for my retirement investments and portfolio, it was not a decision I took lightly. I wanted a person/company that was going to treat me like family and most importantly, manage my money and financial future.
David has exceeded my expectations and I know he and the entire staff have our best interests at heart. I consider David a friend and would give he and Abound my highest recommendation.
David has exceeded my expectations and I know he and the entire staff have our best interests at heart. I consider David a friend and would give he and Abound my highest recommendation.
Gary S.
Aug 13, 2020
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We have been a client of David Laut and Abound Financial for many years. David is professional, extremely knowledgeable, and focused on making the best investments for your individual needs. Our investment portfolio has changed over the many years of our association because our needs and requirements have changed as we have aged. We meet minimally each quarter and more frequently if necessary. David is a great communicator and makes complex issues easier to understand. If you call with a question or concern you will get a return call promptly. If the market changes and you need to be aware
Chris O.
Jun 18, 2020
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Abound Financial began working with some of my family to manage their inheritance bucket funds. David and his team are really patient and helpful in their communications and education with me and my family. They are truly the best I've interacted with and nothing in the process felt like the typical "broker" experience. I highly recommend considering Abound Financial.
Chrissy C.
Sep 13, 2018
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I have worked with David for over three years. He goes above and beyond for his clients, with information and teaching and his vast knowledge of the industry and his desire to serve his clients on a high level cannot be beat. I came to David with a retirement account I had been building for years without any help, he made adjustments, and recommendations and has made us a good amount of money in a short time, that could not have been achieved elsewhere. I highly recommend David to all our friends and family and look forward to working with him for years to come!