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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