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. 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.
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