Max Carlos

Financial Paraplanner

Max is a Financial Paraplanner at FFP Wealth Management. He co-managed The Bulldog Fund, LLC at the University of Minnesota Duluth for 2 years prior to becoming a part of the team at FFP in August of 2020. Starting out working in his family’s business at age 13, Max developed a strong work ethic and experience around managing money. This cultivated his interest in the stock market which lead him to pursue a career in the financial industry. Some of Max’s roles include assisting advisors with yearly review meeting preparation, Financial Plan preparation, investment trading, and financial market research. Max also serves on FFP’s investment committee.

Max attended the University of Minnesota Duluth, where he majored in Financial Markets with a minor in Economics. Outside of work, Max enjoys pick-up hockey games, equity analysis and investing, golf, and spending time with friends and family.