Mark Lupton, CPA, CLU®, ChFC®, CASL™, AEP, CFP™, MSFP
Login to view DISC.Mark 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
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Mark cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.