Max Flisi

My background consists of 20 years as an industry analyst and research executive spanning the technology, media/entertainment, and financial services verticals.

After many years leveraging those research and analysis skills at the corporate level, in 2021 I opted to focus on individuals, families and business owners, marrying a passion for personal finance with an enthusiasm for being client-facing. I am a CERTIFIED FINANCIAL PLANNER™ (CFP) alongside having the Series 7 and 66 licenses. Although born in Los Angeles, most of my formative years were spent in Italy and France. I received my bachelor’s degree from Dartmouth College in Hanover NH. Currently my family and I live in Herndon, VA -- wife and two children and two beagle canine companions. Outside of work, I'm a family guy, an avid triathlete (Ironman competitor) and an inveterate traveler (40 countries and counting).