SPECIALISTS

Aaron Levy

Partner, Citrin Cooperman Advisors LLC

2023 400x500 Aaron Levy Desktop

Experience

Aaron serves as the regional managing partner for Southern California, overseeing the firm’s Los Angeles and San Diego offices. With more than 20 years of experience in accounting and taxation, Aaron offers guidance to clients across the real estate, manufacturing, and professional services industries. He is recognized for delivering strategic tax planning and consulting services that help clients structure their operations in the most effective, tax advantaged ways.

Aaron became a CPA with a focus on helping individuals and businesses navigate complex financial decisions and achieve their long-term goals. Known for his thoughtful approach and ability to listen deeply, he builds strong advisory relationships by understanding each client’s unique circumstances and tailoring solutions that support their success. His technical expertise and analytical mindset have established him as a business insight resource throughout his career.

In his leadership role, Aaron is instrumental in shaping the growth of the Southern California region. He is committed to developing talent, strengthening client relationships, and fostering a culture that supports both professional excellence and personal growth.

CREDENTIALS

Education

B.S. in Business Economics, University of California, Los Angeles

Licenses

Certified Public Accountant in the State of California

Affiliations

Member, American Institute of Certified Public Accountants (AICPA) 

Member, California Society of Certified Public Accountants (CalCPA)

WORK-LIFE BALANCE

Community Involvement

Former Student Manager, UCLA Basketball Team 

Outside the office

Outside of work, Aaron enjoys coaching his two sons in baseball and basketball. He is also active in the community through Jewish Big Brothers Big Sisters, where he has served as both a mentor and a board member.

Get in touch with Aaron Levy today.

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