Max Pashman

Max is the Founder & Financial Planner at Pashman Financial, LLC, where he helps entrepreneurs and tech executives under 45 achieve financial independence. After leaving the traditional financial industry, Max started his fee-only firm to provide personalized planning, focusing on cash flow management, equity compensation, and retirement planning, without pushing hidden products.

People hire Max for his tailored financial advice, clear communication, and ability to create simple, actionable plans that hold clients accountable. His services cover cash flow management, debt repayment, equity compensation, real estate and investment planning, retirement and tax planning.

Max’s model is a monthly subscription with no minimum investment requirements, focused on ongoing financial education and accountability. Ready to make a change? Reach out for a complimentary intro.