Holistic Financial Planner
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
- 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.
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.
Business owner solutions
Comprehensive financial planning
Education funding strategies
Income protection strategies
Tax-efficient investment strategies*
Max is a registered representative and investment advisor representative of Securian Financial Services, Inc. CA Insurance #0K88168