Max Gifford, CSLP®

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, CSLP®

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 custom financial plans that maximize the potential of each of his client’s financial situations. He enjoys working with individuals who want to learn more about their finances and specializes with those in the medical and dental fields. 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 division of North Star Resource Group. As Max grew up watching his father leave a lasting positive impact on his clients’ lives, he was determined to one day do the same. Upon his graduation from the University of St. Thomas with a degree in finance, he joined Gifford Financial as a financial advisor.

Max has successfully completed the CSLP® program and is a Certified Student Loan Professional. As a member of the Gifford Financial team, he leverages decades of experience in the field along with a proven track record of success offering strong financial strategies to every client. He recently appeared on KSTP as a featured financial advisor where he was asked to share his expertise.

Max continues to reside in his hometown of St. Paul, MN. Outside of the office, you can usually find him enjoying the outdoors — biking, running, wake surfing, or skiing. He also
loves spending time with his friends and family.

 

Featured on KSTP-TV

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual.

Qualifications

  • FINRA Series 7 & Series 66 Registrations
  • Life & Health licensed
  • CSLP® designation

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

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

Property and Casualty Consultant

Anne Pierce
Anne Pierce

Medicare Specialist

Chloe Becker
Chloe Becker

Employee Benefits Account Manager

Contact

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

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    Max and Marshall Gifford are Investment Advisor Representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. CA Insurance License #4334375. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered branch office: 2701 University Avenue, Minneapolis, MN 55414 612-617-6000.