In his previous role at Barnum Financial Group, Max played an integral part in both client service and operational execution. He assisted with portfolio analysis, financial plan development, performance reporting, and 401(k) administration, while also supporting educational initiatives designed to empower clients to make informed financial decisions. His experience working across multiple planning tools and investment platforms provides a strong technical foundation that enhances the firm’s ability to deliver comprehensive advice.
Max is currently pursuing his Series 65 and CFP? certification, underscoring his commitment to advancing his expertise and serving clients with a high level of professionalism and care. His analytical mindset, attention to detail, and passion for continuous learning align closely with Kreitler Financial’s mission to provide proactive, personalized wealth management.
Outside of the office, Max is deeply involved in the Greater New Haven Jewish community, serving as a BBYO teen advisor and as a board member of the Jewish Federation of Greater New Haven, where he chairs the relaunched young leadership division. A proud alumni of Indiana University, he enjoys golfing, attending concerts, trying new restaurants, and following sports. He values building meaningful relationships—both professionally and personally—and brings that same relationship-focused approach to the clients he serves.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.