Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, College Funding Strategies, Charitable Giving
Languages: English, Spanish
Max has lived in the Salt Lake City area of Utah most of his life and currently resides in Midvale with his wife Macrina and their children. He is a graduate of the University of Utah (David Eccles School of Business) where he received his Bachelor of Science in Finance. In his spare time Max enjoys snowboarding, movies and bowling. Max has been in the financial services industry since 2009. He provides personal service to his clients so that they can feel that their concerns and goals are known and important to him as well. Max finds joy in continuing to plan with his clients each year in order to adjust their goals as their life changes. Max can speak both English and Spanish with his clients.
Max holds the Retirement Income Certified Professional designation from The American College of Financial Services.
Life and Health Insurance Licensed in California, Colorado, Idaho, Nevada, Texas, Washington, Wyoming and Utah.
FINRA Series 7 and 66 (IAR) securities licensed in Utah, California, Colorado, Wyoming, Idaho, Nevada and Texas.
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2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043