Max Clifford

Holistic Financial Planner

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Max Clifford

Holistic Financial Planner

About

Maximilian John Clifford has been a part of North Star Resource Group since 2013, with the majority of his clients located in Southern California. He manages a comprehensive financial practice, where he focuses on providing integrated financial strategies to medical professionals, business owners, and people with occupations in various technology-based fields.

Max aims to have clients utilize his expertise for help managing their finances so they can have a sense of security and focus on their respective careers. Max currently assists clients with investments, risk management, debt, tax-efficient strategies*, and planning needs. Clients appreciate his understanding of the nuances that factor into each individual’s financial situation, which is why he specializes in managing his clientele on a case-by-case basis. Max knows that a client’s career strongly influences the nature of any hurdles they may encounter, and whichever industry an individual works in will make the challenges and conditions they face unique.

Max is very emphatic about educating the community on topics like personal financial strategies and planning. He spends a lot of time hosting educational financial events in the San Diego and Los Angeles areas for the medical and business communities. Every presentation is tailored to meet the needs of each specific group, with an objective of educating individuals on some of the common and unique financial issues and concerns they face.

Recent speaking engagements:

  • UCSD Resident Programs
  • Scripps Resident Programs
  • San Diego Physician Assistant Society
  • Navy Physician Association
  • Loma Linda Programs
  • Eisenhower Medical Center Programs

Qualifications

  • B.S. in Economics, MNSU
  • Series 7 & 66 Registered
  • Life and Health Insurance Agent
  • Member, North Star Resource Group Medical Division
  • Registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Personal life

Born and raised in Minnesota, Max started his career in Minneapolis. The years he’s spent working in financial services have taken him to from Minneapolis, MN to Atlanta, GA and San Diego, CA. Growing up as the son of business owners, Max understands firsthand the unique and complex challenges many families face when handling their own finances. Outside of work, Max enjoys keeping himself busy. Some of his leisure activities include marathons, salsa dancing, reading, cooking, boxing, Jiu Jitsu, and experiencing new cultures.

Services

  • Asset protection
  • Business owner solutions
  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Life insurance
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation

Team

Jena Johnson
Jena Johnson

Administrative Assistant

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Contact

Connect with Max

    Office locations

    San Diego

    9370 Sky Park Court
    Suite 150
    San Diego, CA 92123

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    Decatur, Ga.

    One West Court Square
    Suite 750
    Decatur, GA 30030

    Get directions

    Max is a registered representative and investment advisor representative of Securian Financial Services, Inc. CA Insurance #0K88168

    2269566/DOFU 10-2018