Associate Financial Planner
Max joined the firm in June 2022 and currently serves in the role of Associate Financial Planner. In this role, he works closely with the team’s Financial Planners and Wealth Advisors to provide analysis on a wide range of client matters.
Max graduated Cum Laude from Temple University’s Fox School of Business in May 2022 with dual Bachelors of Business Administration degrees in Financial Planning and Corporate Finance. At Temple, he served as a Board member of Temple Financial Planning Association.
Max currently resides in Media, PA. He enjoys golf, supporting Philadelphia sports, and spending time with friends and family.
PROFESSIONAL ORGANIZATION AFFILIATIONS:
• Financial Planning Association