Your priorities should be addressed by what's best for your needs, not someone else's sales quota.

Unfortunately, the traditional business model in the financial industry has failed to recognize this. Rather than jumping right into a client-facing role, Max decided to invest his time learning more about the financial sector.

He worked for several successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer to their financial goals and obtained his Series 7, 66, and life + health licenses.

By the time he gained the appropriate knowledge, he had started building his book of business and established a successful online presence to push financial education for his followers. He was awarded "Top Voice" on LinkedIn for his content around personal finance for his audience. While advising clients at One Wealth Management, Max had begun to understand how he truly wanted to create the best financial planning for his clients. He realized to serve his existing and upcoming clients better required transforming his business into an actual fiduciary model. After obtaining his CFP® designation, he founded Pashman Financial as a fee-only company built on that promise.

See How Max Can Help

Crafted by Converting Attention

PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pashman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.