Max Pashman, CFP® Pashman Financial LLC

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About Max Pashman, CFP®

Would you ever go to a doctor and be OK if their recommendation was incentivized by the size of their check? Or by what’s actually going to solve your health problem? As obvious as this might sound, it’s not so obvious in the financial industry. As an independent fee-only company, Pashman Financial has a fiduciary obligation to always put your best interest first.

The reality is the financial industry has gotten a bad rep after the amount of distrust it has laid on it’s customers. Your priorities should be addressed by what’s best for your needs versus focusing on how large someone can cash from you. Unfortunately, the traditional business model in the financial industry has not been set up as such. Versus jumping right into a traditional advisor role, Max decided to first invest his time learning more about the industry. He did so by working for a number of 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 towards their financial goals and also obtained his Series 7, Series 66, and life + health license.

By the time he gained the appropriate knowledge, he started building his own book of business and established a successful online network to push financial education to his followers. 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 in order to better serve his existing and upcoming clients, he had to transform his business into a truly fiduciary model. After obtaining his CFP designation, he founded Pashman Financial as a fee-only company built on that promise.

Today, Max currently assists sales professionals with organizing their paychecks. He focuses on helping sales professionals with financial planning surrounding their commission checks, exploring their individual options, utilizing their company benefits, and understanding their stock options. You worked hard for your hard-earned dollars. Now make them work even harder for you.

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Ideal Clients

  • Consultants
  • Sales Professionals
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $165+/mo
  • Flat Fee: $2000+/engagement
  • Assets Under Management: 0.30%

SEC Records

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