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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.

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Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.

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1100 Superior Avenue East
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