Max Kunisch

About Max Kunisch

I help successful and rising professionals, business owners, and families take steps to align their resources with their values and beliefs. Whether checking the boxes of financial security, embarking on the path to financial independence, or discovering a vision for financial legacy, I guide clients through risk and reward with wisdom, foresight and purpose. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17••••••••00. I am licensed to sell insurance in CO, FL, GA, KS, MA, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA. Domiciled in NC, CA insurance license #40•••63.

Experience

1. Founding Member, Wealth Advisor, Financial Planning and Investment Specialist

   Thrive Financial Partners

   Jan 2023 — Present · Charlotte, NC, US

Education

• UNC Kenan-Flagler Business School

  Master of Business Administration - MBA, Corporate Finance, Operations Management, Consulting

  2013

• The American College of Financial Services

  CFP® Certificate Education Program

  2024

• Oklahoma State University

  Bachelor of Science - BS, Business Administration, Management and Operations

  2007

Skills

• New Business Development
• Project Planning
• Business Planning
• Operations Management
• Team Leadership
• Group Benefits
• Retail Management
• Small Business Lending
• Project Portfolio Management
• Conjoint Analysis
• Program Management
• Financial Analysis
• Pricing
• Business Strategy
• Positioning Analysis
• Marketing Analytics
• Cluster Analysis
• Coaching
• Financial Modeling
• Entrepreneurship
• Insurance
• Project Management
• Proposal Writing
• Public Speaking
• Start-Ups
• Marketing Communications