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Mark Balaban

Founding Member @The Balaban Group, Llc

Los Angeles, CA, US
EMAILS
m•••@balaban.com
MOBILE NUMBERS
+13•••••••10

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WORK HISTORY

Sep 2022 — Present

Founding Member @The Balaban Group, Llc

EDUCATION

1980 — 1984

University of California, Berkeley

BA, Independent Studies

N/A

University of California, Berkeley

Bachelor of Arts (BA)

SKILLS

Investment StrategiesTaxLong-Term CareDisability InsuranceFinancial AdvisoryFixed AnnuitiesPortfolio ManagementWealth Transfer PlanningEquitiesSeries 63Risk ManagementTrustsHealth InsuranceAsset ManagementAsset AllocationInvestmentsWealthRetirementEmployee BenefitsSeries 7Long Term Care InsuranceLife InsuranceInvestment AdvisorySecuritiesTerm Life InsuranceManagementMutual FundsMortgage LendingEstate Tax PlanningRetirement PlanningEstate PlanningUnderwritingAlternative InvestmentsFinancial ServicesLong Term CareHigh Net Worth IndividualsExecutive ManagementMergers & AcquisitionsWealth ManagementStrategic Financial Planning

ABOUT MARK BALABAN

We have been in business since 1986 providing life, disability, long term care, and health insurance for companies and individuals. We are brokers and therefore do not place coverage with any one or two companies. Specialties: High Net-Worth Individual life insurance and estate planning; Long-Term Care Insurance, High Limit Disability Insurance, Non-Appearance

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