Mark Laughton, AIF®, CPFA®, C(k)P®
Senior Vice President
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Background
As Senior Vice President, Mark leads a team of specialists committed to guiding clients with their financial needs. He is passionate about helping clients successfully plan and prepare for a secure retirement outcome.
Mark loves the financial services and retirement plan industry because of the impact he is able to have through educating clients and the community on financial literacy and overall financial wellness.
He earned a Bachelor’s Degree in Business Administration with a concentration in Finance from California State University, Chico. He has the following designations – Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P®) and the Accredited Investment Fiduciary (AIF®).
Mark has been named on The Financial Times 401 Top Retirement Plan Advisers list and named to the 2023 & 2024 NAPA “ACES” list as one of the Top Retirement Plan Advisors Under 40 in the country. He is also proud to lead a team that has been named multiple times on the NAPA Top DC Advisor Teams in the nation, most recently awarded in 2022.
When he is not in the office, Mark enjoys spending time with his wife Meredith and their two young children, Olivia and Luke.
Advisor Location
701 University Avenue, Suite 100 Sacramento, CA 95825
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
The Financial Times 401 Top Retirement Advisers 2020 – The Financial Times 401 Top Retirement Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisers applied for the award, of which 401 were selected (47%). This award is not indicative of the adviser’s future performance. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
NAPA Top 100 Plan Advisors Under 40: 2023 and 2024 – Established in 2014, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. In 2023, 268 applicants were received. 100 were ultimately selected. In 2024, 536 nominations were received, and from that, 268 completed the application. 100 were ultimately selected.
2022 NAPA Top DC Advisor Team – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. In 2022, 438 applications were submitted and 430 were on the final list. The rating is not indicative of the Advisor’s future performance. No fee is charged to participate.