Max Pashman, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Max
Bio
In my nearly 10-year career, I've learned almost every strategy in the book. And I believe this is true in personal finance: the best plans are always simple and engaging! I ensure each meeting is packed with education and direct action items so you can take action. If you're looking for someone who can give you a real answer and want to walk away feeling more aligned to your finances, then let's chat!
I Can Help You With
I Enjoy Working With
Personal Stuff
I'm a music lover and an outdoor fanatic. If you ever run into me, it's either at a concert or passing by me in a hike somewhere in LA. I also volunteer for financial literacy programs in my spare time, when I can, to help continue spreading the word. And if you have a dog, I will pet it.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Roth Conversions
- Capital Gains Planning
- Tax Planning
- Investment Planning
- Portfolio Diversification
- Financial Independence
- Early Retirement
- Equity Compensation
- Restricted Stock Units
- Employee Stock Purchase Plans
- Retirement Accounts
- Life Insurance
- Knowledgeable
- Approachable
- Patient
- Friendly
- Personable
- Clear
- Thorough
- Prepared
- Professional
- Trustworthy
- Objective
- Supportive
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Super knowledgeable and easy to talk to
Same as last time, Max was very easy to talk to, and had thorough knowledge of the details of Roth conversions, capital gains, investing for kids, and other things unique to my FI-but-not-RE situation. I'm mostly a DIY planner for my own finances and Max gave me some valuable perspective, food for thought, and strategic direction that helped me feel confident in the plan!
Great advice with actionable recommendations. M...
Great advice with actionable recommendations. Max made sure to cover all questions and concerns as well. Will definitely book again in the future!
Helped me get rid of fees and to FI faster
I picked Max to help me work towards FI. He was very knowledgeable and helpful in removing a previous financial advisor who was charging me high fees. Max set me up with self managed accounts and made it all simple. It took 2 sessions. Such a great value for what it costs for one hour!
We Recommend Max!
Once we uploaded a spreadsheet with our investments, Max came into our session well prepared to discuss our current financial situation. Letting us know early on he would be emailing us a detailed summary of our discussion, helped us to relax, listen and ask questions, was a big plus. The follow-up recap he provided was detailed, well-structured, objective advice. If you’re looking for a knowledgeable, trustworthy fiduciary who genuinely puts your best interests first, we recommend Max.
Max is great :)
Max was very clear in his communication. He answered all of my questions honestly and gave me actionable feedback. I left the meeting feeling very satisfied in my path forward for my financial future.
Worth the money
Many advisors are knowledgeable. But I appreciate most clear concise communication and taking action immediately.
Max was incredibly helpful. He answered all of...
Max was incredibly helpful. He answered all of my questions and provided clarity on a real estate-related issue I was having difficulty analyzing on my own. He was very easy to talk to and provided fantastic insight and guidance. The follow-up summary that he sent covered everything we discussed and more. I will definitely be meeting with him again and feel like our time together was an hour well spent. I highly recommend his services. Thanks, Max, for being such a great resource.
Super Thorough and Incredibly Helpful!!!
I'm so glad I booked a meeting with Max! He came prepared to discuss my current financial situation as someone that is newly self-employed. I threw a lot of questions his way regarding current life and disability policies, 401k rollover, Roth conversions, and more. Max was incredibly thorough in his analysis and recommendations and covered all of my questions in detail. He also provided an extremely thorough recap email that covered everything we discussed, including future next steps to consider in the coming months/years. I look forward to booking with him again in the future!
Personalized Portfolio Review and Investment Plan
Max was great to work with. He took the time to understand my current financial situation, my priorities, and my long-term goals, then helped me turn that into a clear and practical investment plan. He reviewed my existing portfolio, identified ways to better diversify and simplify it, and explained his recommendations in a way that was easy to understand without being overwhelming. I left the meeting with a concrete plan for how to invest my money now, how to think about my different financial goals, and how my strategy can evolve over time. I really appreciated how personalized and actionable the guidance was.
Max offers practical and sustainable advice. I...
Max offers practical and sustainable advice. It is evident he is not selling anything and had the client’s best interest as the focal point.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.