SPECIALISTS

Mark Luzan

Director, Citrin Cooperman Advisors, LLC

Experience

Mark Luzan is a director and a Certified Financial Planner in the firm’s Business Management & Family Office Practice. He has over 10 years of experience working with high net worth clients in the TV, film, video game, and comic industries. He offers dynamic solutions by leveraging technology to fit the everyday needs of his clients.

Mark’s experience spans across building financial models and developing financial solutions to leveraging innovative technology to create business efficiencies.

Prior to his position at Citrin Cooperman, he was a financial planner and business management supervisor at a business management and financial consulting firm.

CREDENTIALS

Education

Bachelor of Arts in Business Economics with Emphasis in Accounting, University of California, Santa Barbara

Licenses

Certified Financial Planner, Certified Financial Planner Board of Standards

WORK-LIFE BALANCE

Outside the office

Mark enjoys watching and playing sports, camping, hiking, and spending quality time with his family.

Get in touch with Mark Luzan today.

Fill out the form below to get in direct contact with Mark Luzan and start your personalized consultation journey.

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Get in touch with Mark Luzan today.

Fill out the form below to get in direct contact with Mark Luzan and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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