Max Bolka is a 30+ year veteran of the financial services industry who built a nationwide Financial Planning & Investment clientele. In 1985, after three years in the Investment Banking business, Max started his own Independent Financial Consulting & Investment Services firm, serving clients from New York to Hawaii and abroad.

He sold his firm in 2000, and continues to train and partner with other Financial Advisors to provide Income Tax Reduction Planning for both Business Owners & W-2 wage earners, Comprehensive Legacy Planning for HNW families and Master Planning for Business Owners.

He partners with some of the highest level Wealth Managers, CPAs, Certified Tax Strategists, Tax Attorneys, Estate Planning Attorneys, Exit Planners & RIAs in the country.