Mark Lupton, CPA, CLU®, ChFC®, CASL™, AEP, CFP™, MSFP
Critic · DISC type CMark Lupton is a Partner and Wealth Management Advisor at Excellentia Capital, a Northwestern Mutual-affiliated firm. A graduate of Whitworth University, he specializes in creating comprehensive financial plans for high-net-worth clients, focusing on managing, protecting, and preserving assets over the long term.
He recently led his firm through a significant rebranding, changing the name from L2 Wealth Management to Excellentia Capital, marking a new chapter for his practice.
Mark holds an extensive list of professional designations, including CPA, CLU®, ChFC®, CASL™, AEP®, CFP®, and MSFP, highlighting his deep expertise.
Read the full overview →How Mark shows up
They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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