Max Gonda

Associate Wealth Advisor

As an Associate Wealth Advisor, Max Gonda helps create financial plans and tax projections, rebalance portfolios, open client accounts, transfer assets, and assist lead advisors wherever needed.

Max enjoys his role in helping to reassure clients about their finances. People often find personal finance stressful, and Max appreciates it when he helps alleviate the stress so clients can focus on the things they enjoy. 

A resident of San Jose, Max has dual USA and Italian citizenship. He was a walk-on for the NCAA men’s soccer team at UC San Diego. He continues to play soccer on an adult soccer team and loves doing anything active.

Education and Certifications

• FINRA Series 65 Securities License

• Bachelor of Arts, Economics, UC San Diego