SPECIALISTS
Richard E. Marcus
Partner, Citrin Cooperman Advisors LLC
Experience
Richard Marcus is a partner in the firm’s Los Angeles, CA office with over 35 years of public accounting experience, providing unique and creative financial solutions to his clients. Rick strives to be the absolute financial and tax advisor, delivering effective tax planning strategies to his client base of business owners and high net worth individuals.
In addition to his CPA, Rick has also earned his CFP and PFS giving him additional perspective and the opportunity to better integrate overall tax strategies with long range financial planning objectives. His industry experience includes high-net-worth individuals, real estate, services, manufacturing and distribution, and entertainment.
Prior to joining Citrin Cooperman, Rick was a tax director at Goren Marcus Masino & Marsh, a local CPA firm in Los Angeles, CA, which joined Citrin Cooperman in 2021.
CREDENTIALS
Education
Bachelor of Science, University of Southern California
Master of Science in Accounting, California State University, Northridge
Licenses
Certified Public Accountant in the State of California
Certified Financial Planner
Personal Financial Specialist
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CALCPA)
WORK-LIFE BALANCE
Community Involvement
Treasurer, The Actor’s Gang
Outside The Office
Rick enjoys working out and you will find him at the gym most weekends. He also enjoys dining out at a new restaurant every weekend with his wife. He also enjoys spending time with his children and grandchildren.
Get in touch with Richard E. Marcus today.
Fill out the form below to get in direct contact with Richard E. Marcus and start your personalized consultation journey.
Strive to learn every day. Never underestimate the life experiences and collective expertise of those around me.
Get in touch with Richard E. Marcus today.
Fill out the form below to get in direct contact with Richard E. Marcus and start your personalized consultation journey.
