Max is a financial adviser and lecturer who creates goal-based plans for physicians. Growing up in a physician family, Max saw doctors make financial decisions without any evidence that they were doing the right thing. Now, using a holistic and interactive approach to planning, Max simulates various decision trees to ensure sound outcomes.
Max has been recognized as a top young professional in the industry, having been honored with CAS’s “National Emerging Adviser of the Year, Silver Medal (2018)” and “National Emerging Adviser of the Year, Gold Medal (2019)”. He was educated at Lehigh University and UConn, where he graduated Summa Cum Laude and Phi Beta Kappa with a degree in Economics.
Max can typically be found on the weekends cheering on a Boston sports team, or spending time with family and loved ones.
Listed recognitions are based on conference credits for Penn Mutual life and annuity sales.
They are not reflective of investment performance or client experience and cannot predict the recipient’s future success.