Back
Max Pashman, CFP®

Max Pashman, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$250one time
Next Available: 8/19/2026 4:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,500one time
Next Available: September 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
Currently no availability
Which service is right for me?

About Max

10
years of experience
355
The Hour meetings
8
The Plan engagements
4.97
average review

Bio

In my nearly 10-year career, I've learned almost every strategy in the book. And I believe this is true in personal finance: the best plans are always simple and engaging! I ensure each meeting is packed with education and direct action items so you can take action. If you're looking for someone who can give you a real answer and want to walk away feeling more aligned to your finances, then let's chat!

I Can Help You With

401k rollover
Budgeting
Debt management
Equity compensation
Getting started with investing
Insurance
Portfolio review
Real estate
Roth conversions
Tax planning

I Enjoy Working With

Business owners
Families with children
FI/RE
Healthcare professionals
Millennials / Gen Z
Pre-Retirees
Teachers & educators
Tech employees
Young couples

Personal Stuff

I'm a music lover and an outdoor fanatic. If you ever run into me, it's either at a concert or passing by me in a hike somewhere in LA. I also volunteer for financial literacy programs in my spare time, when I can, to help continue spreading the word. And if you have a dog, I will pet it.

Education & Designations

Certified Financial Planner™
Since 2021

Experience

Pashman Financial, LLC
2021 – Present
One Wealth Management
2019 – 2021
Northwestern Mutual
2016 – 2019
IRP
Associate
2015 – 2016

Loading reviews...

Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Max Pashman, CFP® — Fiduciary Financial Advisor | Nectarine