Hartland_Silhouette_Woman

Max Zarick, CPA

Planning Associate, Private Client Group

Max joined the Clearstead Private Client Group in 2021. As a 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, and earned the Certified Public Accountant (CPA) designation in 2021.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US