Mark Rylance

CFP®

RS Crum Inc.

Financial Advisor

Contact Me

Mark Rylance

CFP®

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®

Contact Me

(949) 428-9696

Website

Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide

Mark Rylance is a Newport Beach, CA fee-only financial planner. RS Crum Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Rylance is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Meet Mark Rylance
About RS Crum Inc.

As President and CEO, Mr. Rylance oversees RS Crum’s overall investment strategy and is the lead advisor to 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, Mark is a past President of the Orange County Financial Planning Association (FPA) and is a member of the National Association of Personal Financial Advisors (NAPFA). He has also volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It’s Your Money” and Interval House.

Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He is married and has two children.

Mark Rylance is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

At RS Crum, we help clients organize and maneuver through the complexities of their finances and have been doing so for over 35 years. Our experienced team of financial advisors work collaboratively to deliver knowledge and creative solutions to both educate as well as empower. In short, we provide objective, professional financial advice with the goal of bringing peace of mind to our clients' financial lives.

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

Mark Rylance is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mark Rylance is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.
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.