- B.A., Park College,1970
- CFP® Professional Education Program, College for Financial Planning, 1982
Max founded Financial Advisory Service in 1979 and currently serves as the firm’s Managing Director. He has been an Investment Adviser Representative with the firm since 1987. He advises investment advisory and financial planning clients. Prior to 1979, he was an insurance general agent specializing in estate planning and development of financial planning strategies.
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Max is available on the SEC website at www.adviserinfo.sec.gov.