Broker Check
Mark Nordbrock, JD, CLU, CFP®

Mark Nordbrock brings over 30 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), Certified Financial Planner (CFP®) 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.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.