CSLP Program - Student Loan Advisor Training
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Advisor Detail

Adam Markowitz

Languages: English
Luminary Tax Advisors strives to bring a unique perspective of assisting student loan borrowers with their goals through the lens of taxes.

Contact Information

PO Box 3029
Business Phone:
(352) 787-9451
City: Windermere
State: FL
Zipcode: 34786
Business Name:
Luminary Tax Advisors

Business Information

After a decade of the rat race in Manhattan every day, Howard Markowitz packed his family’s bags & moved to Florida in 1991. With lessons learned from working at a typical stuffy firm, Howard vowed to do things differently.
When he first opened his modest one-man practice in Leesburg, FL in 1993, he had no way of knowing how it would grow. But he dreamed that one day, his business could be a family business. When his son Adam graduated college in 2007, that dream became a reality—and in 2014, Adam became a full-fledged partner, creating a father-son team with accounting and tax clients from coast to coast.
With Howard now retired, Adam has maintained the drive and passion that his dad put into the business, and that remains at the heart of Luminary Tax Advisors’ human-first approach. Seeing such a huge need for assistance in the student loan space, Adam became a Certified Student Loan Planner in 2024 and has helped dozens of professionals work towards PSLF with an

Disclaimer:
Focus Areas:
Personal Tax, Retirement, Student Loans
License 1:
EA
License 1:
EA: 133445
CSLP Issue:
August 18, 2024
CSLP Exp:
August 18, 2027

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