VerifiedFinancial Services· Founded 1998

Abound Financial, Llc

We’re a wealth management company based in the Sacramento region. We’ve been proudly serving local families for over 20 years. Our strong, energetic team and broad experience enables us to connect to all generations, from creating tax-optimized retirement income strategies for those in and approaching retirement, to giving personalized, experienced help to professionals planning for the future. We’re proud of our knowledge and abilities as a team, and we focus on our customers – not processes, and not our internal interests. We know that in a world of uncertainty, our customers need a company that can confidently navigate change. We are that company. Securities offered through LPL Financial, Member SiPC, Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit

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HeadquartersGranite Bay, United StatesEmployees6(1 to 10)Annual revenue<$1MFounded year1998Websiteliveabound.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

6

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

277

organic / mo

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Top roles at Abound Financial, Llc

3 distinct titles indexed · top 3 shown.

  • 1client services associate
  • 1executive assistant
  • 1operations associate

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