Education & Certifications
BBA - Business Entrepreneurship, UW-Whitewater
Certified Financial Planner (CFP®)
Accredited Asset Management Specialist (AAMS)
Organization Involvement
Make a Wish Foundation MTYP
Secure Futures (Youth Financial Literacy)
Max Flanagan
Wealth Manager
CFP®, AAMS®
As a Wealth Manager at Spectrum, Max is committed to helping clients achieve their financial goals. He excels at building strong client relationships and developing personalized financial plans that align with their unique needs, risk tolerance, and aspirations. Max's inquisitive nature and ability to relate with clients ensure that each plan is tailored to their specific circumstances.
Max grew up in northern Wisconsin. He met his wife, a native of the Chicago area, during college. They currently reside in Brookfield and share their home with a beloved dog.
Industry Start Date:
2017
Spectrum Start Date:
2024
Fun Fact:
Travel frequently to the Caribbean where my wife and I are avid snorkelers
Embodying Spectrum’s Principles
By mapping out the value of compounding I was able to illustrate for a client the importance of being proactive in the way of tax planning today and the positive, long-term, repercussions it had on their goals and overall values.
As both a Wealth Manager and CERTIFIED FINANICAL PLANNER™ I plan to continue focusing every client conversation on doing what is right for that individual and their unique financial situation.