Mark Nordbrock
Mark Nordbrock brings nearly 25 years of high-level tax, legal, estate planning, and asset protection experience to his client engagements. Based in Los Angeles, California, Mark consults with highly compensated individuals and business owners, helping them implement successful estate plans, business succession plans and wealth accumulation and preservation strategies.
Mark has previously worked for a large international tax and advisory services firm, practiced as an attorney specializing in estate and business planning, and most recently provided high-level consulting advice for a major global financial protection and wealth management firm.
Mark has a Bachelor of Science degree from the University of Arizona with majors in Accounting and Finance. He earned his Juris Doctorate (JD) from Loyola Law School in Los Angeles. He has also earned the Certified Public Accountant (CPA) and Chartered Life Underwriter™ (CLU®) designations.
Mark is a frequent speaker on estate planning and executive benefit topics and a member of the Association for Advanced Life Underwriting (AALU) and the Financial Planning Association. He is also a member of the California State Bar, the Tax Court of the United States, and the LA County Bar.
* In his capacity as a Financial Professional with Equitable Advisors, Mark does not provide accounting services, tax or legal advice. Please consult your personal advisors regarding your particular circumstances.
California Insurance License #: 0C76919
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.