Max is the newest member of the team at John Stokes Financial. With a passion for investments and finance from a young age, Max began trading futures and stock options in college. His drive to start his finance career led him to complete his bachelor's in business administration from the UC Irvine Paul Merage School of Business in just 18 months. He then went on to work as a private equity analyst for Belay Associates in Newport Beach, working on levered buy-outs and a SPAC in fintech. His love for building relationships and interest in asset management led him to pivot his career to John Stokes Financial. Max is a level 2 CFA candidate and is pursuing his Series 7 and 66 licenses.