Max Moritz joined The Wellington Group in January of 2015. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is a CERTIFIED FINANCIAL PLANNER™ with his Series 7 and 66 licensed and currently holds his life, health, and disability licenses in various states. Max has found his passion in working with millennials and physicians. What drives him is providing education to his clients to help them recognize and avoid potential financial mistakes.
Max resides in Westfield with his wife Kate and their two puppies.
Registered Representative and Financial Advisor of Park Avenue Securities.
CA insurance license #0K74897.