Mark Rylance

President @ RS Crum, Inc. | CFP, Wealth Management

Role
Financial Advisor at Sudden Money Institute
Location
Newport Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mark Rylance

As the President of RS Crum, Inc, a fee-only wealth management firm, I lead a team of dedicated and qualified professionals who provide comprehensive and personalized financial planning and investment services to individuals, families, and businesses. I hold the Certified Financial Planner (CFP) credential, which demonstrates my commitment to high ethical standards and professional excellence in the financial planning profession.I am also a Financial Advisor at the Sudden Money Institute, where I help clients navigate major life transitions, such as retirement, inheritance, divorce, or business succession, with confidence and clarity.My mission is to help people make good financial decisions that align with their values, goals, and aspirations.

Experience

  1. Financial Advisor

    Sudden Money Institute

    Jan 2014 — Present

Education

  • University of Arizona, Eller College of Management

    BS

    1990 — 1993

Skills

  • Wealth Management
  • Personal Financial Planning
  • Investment Advisory
  • Retirement
  • Strategic Financial Planning
  • 401k
  • Asset Allocation
  • Mutual Funds
  • Investments
  • Series 7
  • Portfolio Management
  • Financial Advisory
  • Retirement Planning
  • Estate Planning

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mark Rylance — Email, Phone Number & Contact Info | Unifers