Max Puzzo, associate financial advisor, brings three years of valuable experience to our team. He holds a bachelor's degree in Finance from Washington State University (Pullman) and holds both the Series 66 and Series 7 Registrations through LPL Financial. Raised locally, Max has deep connections to our community.
Max takes a holistic approach to financial planning. By building strong, trust-based relationships with his clients, he is able to support and adapt strategies as needed to ensure they stay on track to meet their objectives.
Beyond his professional commitments, he and his wife Olivia love exploring the Pacific Northwest, hiking in the gorge, and Max is learning to golf (or hit the ball).