Max Michels

Max graduated from Chico State University with a B.S. degree in Business Administration. Armed with a fresh perspective, he's eager to apply his knowledge and embark on his journey into the financial realm. With a great support system around him, he's looking forward to helping individuals, families, and small business owners plan for their financial future.

A Bay Are native, Max spent most of his life in Walnut Creek and is a proud alumnus of Northgate High School where he played baseball and basketball. Now, beyond the office, Max finds solace on the golf course, traveling all over the East Bay with a "Boundary Oak twilight" round being his favorite.  Family time is paramount, he can oftentimes be found enjoying moments with his loved ones and rooting for his favorite baseball team, the Dodgers.

Max is not only about numbers, he also cherishes building meaningful, long-lasting relationships. Always ready to make a difference, he looks forward to connecting with, and positively impacting the lives of those in the community.