Max Pashman, CFP®

Max Pashman, CFP®, is a fee-only financial planner dedicated to helping sales professionals under 40 navigate their financial journey.

After departing from major financial institutions, Max established Pashman Financial as a Registered Investment Advisor (RIA) to offer genuine planning services free of hidden agendas.

At Pashman Financial, Max prioritizes being a fiduciary, crafting personalized and diverse financial plans to guide clients towards their aspirations.

Max's services span cash flow management, equity compensation, investment planning, retirement planning, insurance planning, education planning, tax management, debt repayment, and estate planning.

Catering to individuals and families aged 25-45 seeking financial growth, particularly sales professionals and equity-compensated millennials, Max also welcomes those driven to make financial changes.

A unique feature of Max's approach is a monthly subscription model, liberating clients from time constraints and asset requirements, with a focus on enhancing cash flow and offering ongoing financial education.

Max's philosophy encourages clients to concentrate on income generation while entrusting their financial well-being to expert planning, emphasizing a commission-free and goal-centric strategy.

Having studied Economics at Suffolk University, Max's professional background includes roles at Pashman Financial LLC, One Wealth Management Financial & Insurance Services, Northwestern Mutual, Investor Relations Partners, Julep Bar, and Cedars-Sinai.