Mark LucciCFP®, CPA
Mark Lucci is a Wealth Management Associate at Withum Wealth Management. He received his Bachelor of Science degree in Accounting from Marist College, graduating with honors, and holds the Certified Public Accountant (CPA) designation in the State of New Jersey. In his current role as Associate Wealth Advisor with WWM, he conducts in-depth portfolio review and analysis for prospective clients. Mark is also a part of the firm’s investment committee, helping research potential investment opportunities.As a member of the financial planning team, Mark extends his services directly to clients by performing wealth analysis.
Mark began his career at BDO USA, LLP, the 5th largest public accounting firm globally with a comprehensive array of assurance, tax, and business advisory services. During his time at BDO USA, Mark was a Senior Assurance Associate, where he worked with a wide range of clients including small/mid-size private companies to large accelerated public issuers. At BDO, Mark executed an extensive array of assurance strategies and audit procedures serving to improve investor confidence.
Mark enjoys an active lifestyle with hobbies including playing soccer, golfing, and hiking. He also has a passion for making home-made wine, which is a family tradition in the Lucci household.