Maxwell Sigman
Mizzou Personal Financial Planning Graduating in 2026
- Role
- Future Cfp Financial Advising Intern at Gateway Capital Advisors, Llc
- Location
- O\'Fallon, MO, US
- LinkedIn followers
- 500 followers
About Maxwell Sigman
Full-time student studying Personal Financial Planning at the University of Missouri…
Experience
Future Cfp Financial Advising Intern
May 2025 — Present
Shadowing client appointments and financial planning meetings- Observing real-time retirement, investment, and insurance strategy discussions- Assisting advisors in preparing custom structured note proposals based on client risk profiles- Reviewing term sheets and pricing sheets from issuers (e.g, Goldman Sachs, JP Morgan, Citi)- Attending seminars and client workshops- Learning and using financial planning software
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