Max Balbin

I partner with clients to build financial strategies that help them navigate their financial journey. I don’t just look at finances, but also the causes and people that matter most to them. This allows my clients to focus on spreading generosity and making an impact in the world, their way, while also securing their futures. I find it very rewarding to help clients reach their goals, and I work hard to achieve it. I am proud to do work that allows me to express my values of hard work, client service, and generosity while providing me the tools to help my clients succeed. That's why I love what I do.

I chose financial planning because I love helping people and enjoy studying numbers. This job truly is part art and part science. Prior to starting my career in finance, I completed the Saint Mary's College of California Master's of Science in Finance program in 2022. I also worked at RBC Wealth Management for three years. My duties included client service, trading, and building wealth plans.

I previously worked for seven years in the environmental-engineering design and consulting industry, where I performed due diligence, conducted various kinds of sampling, and wrote technical reports. I am proud of my first career, and the quantitative analysis and communication skills I practiced in that field are foundational to my process now.