Max Berger, CFP®, MBA

Max joined the Diversified team in 2021. In his role as a Financial Planner, he focuses on establishing lifelong relationships and partnerships with clients, guiding them through all stages of life in pursuit of their goals and dreams. Max joined Diversified with a passion for helping people, the financial markets, and everything that comes with comprehensive financial planning. Max has earned the CERTIFIED FINANCIAL PLANNER™ designation.   Max graduated from Syracuse University with degrees in Finance and Public Relations from the Martin J. Whitman School of Management and the S.I. Newhouse School of Public Communications. He then completed his Master’s of Business Administration from Villanova University School of Business, with specializations in Artificial Intelligence and Machine Learning & Analytics.   He began his professional career in the startup space before joining SEI Investments. At SEI, where Max obtained his series 65, he assisted financial advisors and their clients while also spending time on SEI’s end client investor product development team. After 5+ years at SEI, Max was ready to practice what he preached and join what he felt was one of the top financial planning firms in the country in Diversified to help them help their clients live a life of wealth, health and happiness.   Outside of Diversified, Max lives in Philadelphia with his wife Torie, son Miles, daughter Olivia and two golden retrievers Jojo and Albie. They enjoy being active, exercising, Philadelphia sports, and spending time with good people.