Max Zubiate

Investment Executive

Max has been a financial advisor since 1996.  He provides clients with financial strategies designed to help them meet their goals. Max has taken and passed the CFP Certified Professional Education Program.  His securities registrations include: Series 7 General Securites Rep, Series 52 Municipal Securities Rep, Series 63 Uniform Securities Agent State Laws Exam, and Series 65 Uniform Investment Advisor Exam.

Max  specializes in retirement planning, 401k management and rollovers.  He provides asset allocation and and tactical portfolio management strategies designed to help clients grow and protect their investment.  Diversification also plays a role in overall portfolio protection. His clients have a diverse set of needs: including accumulation, distribution, asset protection, and estate transfers.  Max takes the time to ensure the strategies recommended continue to address the clients' needs as their life situations evolves.

In his spare time, Max enjoys hiking, fishing, and bicycling.  He is also a passionate guitar player and enjoys all the challeges and pleasure provided by this pursuit.

Max's manages his practice based on the philosophy that he and his clients are in this together.

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Phone (719) 574-1588
Fax (719) 266-5831