Mark Rylance
CFP®, CFT™
RS Crum Inc.
Financial Advisor
Mark Rylance
CFP®, CFT™
RS Crum Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Rylance, CFP®, CFT™
Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide
Mark Rylance is a co-owner of RS Crum and serves as the lead financial advisor for many of the firm’s clients.
Mark joined RS Crum in 2003 after spending several years building his own financial advisory practice with Merrill Lynch. Actively involved in the community, he is a past President and Chairman of the Orange County Financial Planning Association (FPA), a member of both the National Association of Personal Financial Advisors (NAPFA), as well as the Sudden Money Institute™, and is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine.
Mark has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, and “It’s Your Money”. Mark is a graduate of the University of Arizona with a Bachelor of Science in Business Administration.
When Mark is not at work or spending time with his family, there is a good chance that you can find him on a tennis court with his family or friends, out for a run on the beach, or watching an Arizona Wildcats game. Mark lives in San Clemente with his wife Holly and their two children Avery and Evan.
Mark Rylance is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
With an appreciation for the fact that every financial situation is different, our advisors work as a team and take the time necessary to look at each client's unique and often complex circumstances - not just their brokerage accounts - to make sure we understand the big picture.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mark Rylance is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mark Rylance is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mark Rylance is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Mark Rylance is a member of the Sudden Money® Institute and a Financial Transitionist®For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.
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Mark Rylance is Quoted on CNBC: "Here’s how investors can avoid violating ‘wash sale rules’ when realizing tax losses"
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Mark Rylance is Contributes Expert Advice to the Wall Street Journal's Article: "The 4 Best Budgeting Apps to Get Your Finances in Order"
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Mark Rylance is Quoted on Yahoo Finance: "Stock market slump unsettling Americans eying retirement"
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Mark Rylance is Quoted on NerdWallet.com: "What Rising Prices Could Mean for Your Retirement Plans"
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Mark Rylance is Quoted in InvestmentNews: "Flat fees gain traction among advisers critical of asset-based pricing"
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Mark Rylance is Quoted by Reuters: "Convince yourself to work longer and your savings will grow"
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Mark Rylance is Quoted in Investor's Business Daily: "Making Sense Of Tough Long-Term Care Choices"
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Mark Rylance Serves on the Board of Directors of Financial and Estate Literacy
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Mark Rylance is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine
Contact Mark Rylance
Office Locations:
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4 Upper Newport Plaza Drive
Suite 201
Newport Beach, CA 92660
