Mark Lurz

As office compliance principal with LPF Advisors in Sarasota, Florida, Mark Lurz comes to his position with more than 25 years’ experience. He oversees a variety of financial consulting and investment transactions, focused mainly on retirement and estate planning. Largely concerned with helping future retirees meet their income goals, Mark Lurz strives to ensure that each transaction is conducted in compliance with all relevant laws and regulations.

Also an active financial advisor with the firm, Mark Lurz has earned the Certified Financial Planner (CFP) credential, as well as a master of business administration. He utilizes this authority to ensure not only that clients receive a high level of service, but also that each client understands the choices made on his or her behalf. To that end, he communicates regularly with his own clients while keeping an eye on his colleagues' client contact activity. Mr. Lurz balances these professional responsibilities with an active personal life that includes his energetic teenage daughter. He also enjoys music, fitness, and traveling across Western Europe and the United Kingdom.