Max M.
Helping Individuals and Families in Tech Plan for Their Financial Future | Wealth Management Advisor
- Role
- Field Director at Northwestern Mutual
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Max M.
Financial planning isn\'t just about the numbers—it’s about the freedom those numbers provide.As a CFP®, I focus on three distinct communities that require specialized, high-level strategy:• Big Tech Professionals (Microsoft, Amazon, Google, Meta,etc.): Maximizing equity compensation (RSUs/Options) and tax efficiency.• Pre-Retirees: Ensuring the \"gap years\" between full-time work and Social Security are optimized.• Military Families: Navigating the complexities of service benefits and long-term wealth building.I believe your financial advisor should be as adventurous as you are. When I’m not analyzing portfolios, my wife and I are traveling the world, cheering for the Zags and the Seahawks, or hitting the trails with our Aussie, Taz!
Experience
Field Director
Mar 2023 — Present · Seattle, WA, US
Education
Gonzaga University
Bachelor of Business Administration (B.B.A.)
The American College of Financial Services
Certified Financial Planner, Finance and Financial Management Services
The American College of Financial Services
Chartered Financial Consultant ChFC®, Finance and Financial Management Services
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