Max Gifford

Financial Advisor at Gifford Financial

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

American Funds Retirement Plan Participant Self Service

Check the background of this investment professional on FINRA’s BrokerCheck.

Max Gifford

Financial Advisor at Gifford Financial

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

About

Max creates and manages bespoke financial plans that maximize the potential of each of his clients’ financial situations. He enjoys working with individuals who want to learn more about their finances and who are seeking someone who has a genuine concern for their well-being. Max serves as a financial coach to help align his clients’ goals with their money while using proven strategies to improve their financial picture.

Max is the son of Marshall Gifford, CLU, ChFC, the founder of Gifford Financial, a North Star Resource Group affiliate financial advising practice. As Max grew up watching his father achieve success with his financial practice, he was determined to carry on that legacy.

Because of that, upon his graduation from the University of St. Thomas with a degree in finance, he joined the Gifford Financial team as its newest advisor. As a member of the Gifford Financial team, he leverages decades of experience in the field along with a proven track record of success to offer strong financial strategies to every client who he works with. And, to uphold the reputation that Gifford Financial has forged over their decades of experience.

Max continues to reside in his hometown of St. Paul, MN. Outside of the office, he enjoys doing anything outdoors: biking, wake surfing, and even skiing in the wintertime. He also loves spending time with his friends and family, including his father, Marshall.

Qualifications

  • FINRA Series 7 & Series 66 Registrations
  • Life & Health licensed

Services

  • Comprehensive fee-based financial planning
  • Debt management
  • Wealth management
  • Disability insurance
  • Life insurance
  • Risk management

Team

Alicia Leemkuil
Alicia Leemkuil

Marketing Coordinator

Katie Tam
Katie Tam

Investment Coordinator

Maina Xiong
Maina Xiong

Administrative Assistant

Bert Nijssen
Bert Nijssen

Insurance Coordinator

Sabreena Boivin
Sabreena Boivin

Insurance Coordinator

Megan Karsseboom
Megan Karsseboom

Administrative Assistant

North Star resource Team

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

Vice President of Business Owner Solutions

Michael Sejbl
Michael Sejbl

Insurance Consultant

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Anne Pierce
Anne Pierce

Medicare Specialist

Chloe Becker
Chloe Becker

Account Manager

Contact

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

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    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.