Max Sabert, CFP®, CIMA®, CEPA®, is a Private Wealth Advisor at UBS, where they specialize in strategic wealth planning for founders, financial executives, and technology entrepreneurs. They currently manage UBS Wealth Management's New Financial Advisor Program and Wealth Planning Analyst Program, focusing on the development of future wealth managers. Max has provided financial planning expertise at UBS by creating tailored financial plans and delivering holistic investment management. They earned a degree in Finance from the Mason School of Business at The College of William and Mary.
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