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Mark Rylance (CFP®)

Mark Rylance focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Real Estate Investments
  • Women's Financial Planning Issues

Planning Specialties

RS Crum Inc., a SEC Registered Investment Advisor was established in 1976 by Richard S. Crum. The firm provides personal financial planning and investment services. The specialty of the firm is its ability to advise on real estate matters and other alternative investments in addition to traditional stocks and bonds. This focus allows RS Crum to incorporate a client’s complete financial picture when delivering financial planning advice. The firm operates on a Fee Only basis, which means they do not accept commissions, kickbacks or work on any type of revenue sharing basis with any other professional providers. The goal of this approach is to eliminate conflict of interest from the advice process. This standard provides their clients the highest assurance of objectivity, confidence and personal comfort. RS Crum was one of the pioneers in delivering services in this manner and has been doing so for nearly three decades. RS Crum Inc as a Registered Investment Advisor is regulated by the United States Securities and Exchange Commission (SEC). The firm is a long-term member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Additional Information

Mark is President of RS Crum, Inc. and has spent the last nine years providing financing planning solutions to high net worth and high income individuals.  Prior to joining RS Crum, Mark spent six years as a financial consultant in the Private Client Group at Merrill Lynch.

Mark holds the designation of Certified Financial Planner.  He is a graduate of the University of Arizona with a Bachelar of Science degree in business administration.
 
Mark is a past President of the Financial Planning Association (FPA) in Orange County.  He is also a member of the National Association of Personal Financial Advisors (NAPFA) and Advisors in Philanthropy (AIP).  Mark regularly volunteers his time with a number of non-profits, including Junior Achievement, Working Wardrobes, among others.
 

NAPFA Start Date

March 21, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4 Upper Newport Plz Ste 201 Newport Beach, CA 92660-2679 Phone: (949) 428-9696 Fax: (949) 428-9680
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