Napa Valley Financial

Napa Valley Financial offers comprehensive financial planning services, investment management, tax-advantage/tax-saving strategies and retirement and estate planning. We specialize in small business retirement; succession plans that strive to produce sustainable income in retirement. Mark is a CERTIFIED FINANCIAL PLANNER™ professional with over 28-years of experience in banking and investment mana

gement and is qualified to help with your IRA, SEP, SIMPLE, and 401(k) and 403(b) needs. Supporting this local effort is a relationship with LPL Financial [NASDQ: LPLA], the largest independent broker-dealer in the nation. As reported by Financial Planning Magazine, June 1996-2021, based on total revenue. When you work with us you work with a locally owned business that cares about our community and the people who live here. Mark is a past president of the Kiwanis Club of Napa, as well as the Napa Chamber of Commerce, and the past Treasurer of the Napa Valley Vine Trail.
* * *
Mark Richmond is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor Member FINRA/SIPC (finra.org and sipc.org). Other advisory services offered through Napa Valley Financial, a DBA of Advisor Resource Council. Advisor Resource Council and Napa Valley Financial 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional. Any third-party links shared on social media accounts are not intended to imply that we , or our employees, endorse, sponsor, promote, and /or affiliated with the owners of or participants on those sites or endorses any information contained on those sites unless expressly stated otherwise. We have no control over how third-party websites use the information you share. Past performance is not a guarantee of future results.