THE LATEST TECHNOLOGY
Our platform is designed to help you
Stop getting frustrated going through multiple hurdles to pull your information. XY Planning and Altruist partners provide our clients with the most up-to-date technology that's easy to access with clear and concise information readily available. Gone are the days where you had to call a 1-800 number and wait an hour for a one-minute question. Our technology makes it easier for our clients to access their accounts, more simple to understand and receive the attention they signed up for.
Contact Max Pashman CFP®
10445 Wilshire Blvd Suite 301
Los Angeles, CA 90024
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.