Max Zarick, CPA, CFP®
Senior Client Planning Associate
Max joined Clearstead’s Private Client Services in 2021. As a Senior Client Planning Associate, Max works closely with our client advisors to provide analytical support in all aspects of tax, financial planning, and investment management.
Prior to joining Clearstead, Max worked at a national public accounting firm providing audit and tax services for business entities, specializing in real estate development. Max holds a Bachelor of Arts in Philosophy and Master of Accountancy, both from Cleveland State University, earned the Certified Public Accountant (CPA) designation in 2021, and earned the Certified Financial Planner (CFP®) designation in 2023.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114