Meet Maxwell
Max joined Alignment Financial Planning, LLC as a managing partner in 2022 after spending the first 8 years of his career in public accounting specializing in tax compliance and tax consulting for transactions & entity structuring for real estate investment and private equity firms. As a CPA, Max brings a robust knowledge of advanced planning and tax mitigation strategies to complement the financial planning and investment management expertise of the team.
In addition to his passion for helping individuals and families with wealth management and advanced financial planning strategies, Max enjoys many hobbies that involve sports and the outdoors, including hiking, camping, skiing, triathlon, Brazilian Jiu Jitsu, and ice hockey.
Passions
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Max enjoys living a health lifestyle that includes eating natural foods and staying active as much as possible.
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Max’s moto is “why would you suck at one sport, when you can suck at three?”
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Does it involve being active? Then I love it!
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Max loves the history, skill, and passion it takes to craft the finer things in life.
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Brazilian jiu-jitsu (BJJ) is a self-defense martial art and combat sport based on grappling, ground fighting (ne-waza) and submission holds.