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    Luke Murphy

    Building high earning sales & tech pros the blueprint to financial independence I Financial Planner

    Max Pashman, CFP®, is a financial planner and the founder of Pashman Financial LLC, based in Los Angeles, California. He specializes in helping sales professionals and equity-compensated employees manage their finances effectively, ensuring they make informed decisions about their earnings rather than spending impulsively. His firm operates on a fee-only model, which he adopted to better serve his clients' needs by providing tailored financial plans that align with their goals and lifestyles.1

    Professional Background

    • Founder: Pashman Financial LLC (October 2021 - Present)
      • Focuses on creating financial strategies for high-earning individuals.
    • Previous Roles:
      • Financial Advisor: One Wealth Management (February 2019 - September 2021)
      • Associate Financial Advisor: Northwestern Mutual (April 2016 - January 2019)
      • Investor Relations Representative: Investor Relations Partners (July 2015 - April 2016)

    Education and Certifications

    • Certified Financial Planner (CFP) since July 2021
    • Series 65 License
    • Life and Health Insurance License in California
    • Certificate in Blockchain and Digital Assets (June 2022)

    Max Pashman emphasizes the importance of creating a financial blueprint for clients to achieve financial independence, leveraging his extensive experience in financial planning and investment strategies.12

    Highlights

    [PDF] FORM ADV - SEC.gov

    Related Questions

    What inspired Max Pashman to start Socratic GTM?
    How does Max Pashman's approach to financial planning differ from traditional methods?
    What are some key strategies Max Pashman uses to help high-earning professionals achieve financial independence?
    What led Max Pashman to transition from fee-based to fee-only financial planning?
    How does Max Pashman's background in investor relations influence his financial advisory services?
    Luke Murphy
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    Experience

    Financial Planner (Fee Only) at Pashman Financial LLC (October 2021 - Present)
    Financial Advisor at One Wealth Management Financial & Insurance Services (February 2019 - September 2021)

    Education

    Bachelor’s Degree in Business Administration from UC Los Angeles

    Location

    Greater Boston