Mark Richmond

As Managing Partner of Napa Valley Financial, Mark Richmond helps guide the firm in its mission to provide coordinated financial planning and investment services for families and businesses. His role centers on leadership, structure, and ensuring that every client relationship reflects the firm’s values of clarity, collaboration, and care.

Mark has spent more than four decades in the financial services industry, serving as a financial advisor for several bank and savings and loan organizations. He was Senior Vice President and a member of the executive team at Napa’s largest community bank, The Vintage Bank-now Columbia Bank-and has served as an LPL Registered Principal for over 21 years. In addition, he has been a small business owner for 16 years, giving him firsthand insight into the needs and challenges faced by business owners and professionals.

Mark studied accounting and mathematics at Santa Monica College and earned his CERTIFIED FINANCIAL PLANNER™ professional designation from the College for Financial Planning. He is a current board member for the Queen of the Valley Hospital Foundation, Director Emeritus and former treasurer of the Napa Valley Vine Trail, and a past president of the Kiwanis Club of Napa, the Napa Chamber of Commerce, and the Napa Valley Economic Development Corporation.

Mark and his wife, Kristin, have been married 29 years and are the proud parents of four adult children: Courtney, a kindergarten teacher; Gary, a family nurse practitioner; Keegan, a wine educator, and Rylind, a master’s program student. In his free time, Mark enjoys being part of the Napa Valley Jeepers and the Porsche Club of America’s Redwood Region, where he participates on both on-and-off-road adventures.