Max Calderon

Wealth Management At Calderon Fortney Financial Group

Role: Wealth Management Associate at Calderon Fortney Financial Group
Location: Westport, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Associate
Calderon Fortney Financial Group
Jun 2025 — Present · Shelton, CT, US

Education

Syracuse University College of Arts and Sciences
Bachelor's degree, Economics

Contact information

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Work email
•••••@calderonfortney.com
Personal email
•••••@•••••.com
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Current company

Calderon Fortney Financial Group

Financial Services · 4 employees · Founded 2012 · Shelton, Connecticut, United States

Calderon Fortney Financial Group provides personalized financial advice for individuals and small businesses who want to make smart decisions with their money and live the life they have worked hard for. Our team of fiduciary advisors and financial planners helps you build a plan that fits around your life, not the other way around. We take the time to understand your goals, values, and vision so your financial plan reflects what truly matters most to you and your family. Whether you are preparing for retirement, navigating a life transition, or planning for future generations, we are here to guide you every step of the way. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC / Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

calderonfortney.com

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Experience

Wealth Management Associate

Education

Syracuse University College of Arts and Sciences

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