Max Pashman, CFP®

Max Pashman, CFP® Max Pashman, CFP® is an influencer

Creating Blueprints to Financial Independence for Entrepreneurs & Tech Executives / Founder & Financial Planner

Los Angeles, California, United States
36K followers 500+ connections

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About

I left the financial industry because I saw a problem.

People wanted to work with a planner, but they ended up becoming a number on a spreadsheet.

I had to leave to start something new.

And now?

I'm a fee-only planner who helps salespeople & equity compensated employees under 45 give a purpose to their paycheck.

I left the large financial institutions to start my own independent company. I did it so people could pay for real planning and not just an agenda to sell a hidden product.

As a true fiduciary, Pashman Financial, LLC was built on that promise by focusing on you and you only.

🔵 Why people hire me?

Well, people have come to me with the following problems:

- They want peace of mind with their money
- Their old advisor barely communicates with them
- They want an answer tailored to them, not from Google
- They felt pressured to buy a product that wasn't a right fit
- They are great at making money but struggle to keep it
- They want a simple plan that's easy to understand
- They want someone to hold them accountable
- They want someone they can trust

🔵 What are my services?

I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress.

💵 Cash Flow Management
📈 Equity Compensation
🏡 Real Estate Planning
📊 Investment Planning
📍 Retirement Planning
🛡 Insurance Planning
📚 Education Planning
💲 Tax Management
💳 Debt Repayment
📃 Estate Planning

🔵 Who do I serve?

Age: Individuals and families between 30-50 years old
Target: Sales pros, tech employees, other millennial families
Location: Virtually anywhere in the U.S.

But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. Your personality is everything.

🔵 Why I'm different?

1) My model is primarily a monthly subscription service. No time trap.

2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning.

3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. I get paid to truly keep you accountable over time.

You can find my pricing in my "featured" section on the website.

Stop delaying action. Shoot me a message to schedule a complimentary intro.

Services

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Articles by Max

  • Introducing the New Money Visual Newsletter
    Jun 18, 2024

    Introducing the New Money Visual Newsletter

    Hi everyone! Over the last year, I've drawn 200+ money visuals that struck a chord with many of you. After receiving…

    31 Comments
  • The Minimums That Can Help Maximize Finances
    Apr 26, 2023

    The Minimums That Can Help Maximize Finances

    When you're starting with your money, it's essential to get a grasp on everything at a basic level. A financial plan is…

    6 Comments
  • 8 Fun Money Rules to Steal From
    Jan 31, 2023

    8 Fun Money Rules to Steal From

    I enjoy some of the traditional money rules out there. While I believe everyone’s situation will be different, some are…

    23 Comments
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Experience

  • Pashman Financial LLC Graphic

    Financial Planner (Fee Only)

    Pashman Financial LLC

    - Present 3 years 7 months

    Los Angeles, California, United States

    I help sales reps and equity compensated employees to make sure they don't spend their entire commission check in the Bahamas. Putting tailored plans together to put a purpose behind their paychecks. You worked hard for your commission check. Now make it work as hard as you did to earn it.

    Made the shift from fee-based to fee-only in an effort to better serve clients.

  • One Wealth Management Financial & Insurance Services Graphic

    Financial Advisor

    One Wealth Management Financial & Insurance Services

    - 2 years 8 months

    Los Angeles

    •Examining client's expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
    •Answering client questions about financial plans and strategies and giving financial advice.
    •Advising strategies for clients in investment planning, insurance coverage, cash management and other areas to help them reach financial objectives.
    •Reviewing client accounts and plans on a regular basis to understand if life or…

    •Examining client's expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
    •Answering client questions about financial plans and strategies and giving financial advice.
    •Advising strategies for clients in investment planning, insurance coverage, cash management and other areas to help them reach financial objectives.
    •Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
    •Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
    •Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
    •Implementing financial plans or referring clients to professionals who can help them.
    •Managing and updating client portfolios.

  • Northwestern Mutual Graphic

    Associate Financial Advisor

    Northwestern Mutual

    - 2 years 10 months

    Los Angeles

    General Support:
    – Transcribing and/or processing dictation , processing correspondence, maintaining client case files, and filing performance reports, account forms, and other advisory paperwork
    – Maintaining annual review notes and mailing annual review letters to clients;
    – Monitoring and stocking marketing materials for Signature advisory programs
    – Monitoring industry trends and research
    Proposal and Case Preparation:
    – Prospecting on behalf of the employing WMA for new…

    General Support:
    – Transcribing and/or processing dictation , processing correspondence, maintaining client case files, and filing performance reports, account forms, and other advisory paperwork
    – Maintaining annual review notes and mailing annual review letters to clients;
    – Monitoring and stocking marketing materials for Signature advisory programs
    – Monitoring industry trends and research
    Proposal and Case Preparation:
    – Prospecting on behalf of the employing WMA for new clients
    – Preparing and modifying PPA/PNA’s and investment/advisory proposals
    – Preparing investment policy statement, needs-based analysis, or financial plan
    – Recommending fund portfolio options.
    Processing Accounts:
    – Preparing and processing all paperwork needed for investment/advisory accounts;
    – Monitoring, processing, and following up on asset transfers and on initial and subsequent funding of advisory accounts;
    – Implementing initial and subsequent asset allocation trades
    – Identifying need for switch letter and mailing appropriate forms to clients; discussing potential rollover opportunities from other retirement plans for variable and mutual funds
    – Monitoring holdings for program eligibility and administering advisory accounts.
    Advisory Client Meetings:
    – Meeting with advisory clients for fact finding and conducting existing advisory client reviews
    – Completing risk tolerance (personal profile) questionnaire with client
    – Participating in client meetings for financial or investment plan development or presentation
    Client Service:
    – Corresponding with clients to handle advisory-related service issues
    – Contacting clients on behalf of the Wealth Management Advisor for the purpose of developing advisory plan
    – Formulating advisory product solutions to/for a client or explaining advisory products or advisory performance
    – Accepting redemptions/withdrawals from clients and communicating instructions to home office;
    – Discussing tax consequences, costs, and advisory fees

  • Investor Relations Partners Graphic

    Investor Relations Representative

    Investor Relations Partners

    - 10 months

    1901 Avenue of the Stars, Los Angeles

    -Investor relations and financial communications created to assist clients address valuation.
    -Development of earnings communications, press releases, corporate presentations, financial strategies, professional profiles, fact sheets, annual/quarterly shareholder reports, investor targeting , perception studies, investor conferences, and media relations.
    -Always cooperating and involved with assistance during unexpected shocks/crises with management and provides next-step strategic…

    -Investor relations and financial communications created to assist clients address valuation.
    -Development of earnings communications, press releases, corporate presentations, financial strategies, professional profiles, fact sheets, annual/quarterly shareholder reports, investor targeting , perception studies, investor conferences, and media relations.
    -Always cooperating and involved with assistance during unexpected shocks/crises with management and provides next-step strategic approaches.
    -Contacts top publications nationwide to arrange interview with client in order to increase exposure and market valuation on Wall Street

  • Event Planning Assistant

    Julep Bar

    - 9 months

    200 High Street, Boston

    -Provide appropriate music for a specific nightlife audience
    -Promotion and organization of events through social media
    -Responsible for lighting configuration, sound check, and preparing equipment for the venue
    -Assistance with booking artists and popular figures

  • Cedars-Sinai Graphic

    Assistant

    Cedars-Sinai

    - 5 months

    444 S San Vicente Blvd

    - Responsible for transferring and organizing 20 years worth of cases
    - Lead research, planning and development of comprehensive digital programs
    - Work with a social media team to develop and manage ongoing media marketing plans for campaign
    - Participated in research through Spinal Journal
    - Proficient with syndicated research and social media monitoring tools with ability to use these tools to inform ad and campaign design.

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