Max BergerAssociate Planner
Max joined the Diversified team in 2021 as an Associate Planner to Andrew Rosen. In his role he focuses on building financial plans, preparing for Financial Check Ups, business development and maintaining Diversified’s first class client experience. Max joined Diversified with a passion for helping individuals, families and businesses with comprehensive planning to help them achieve their life goals.
Max graduated from Syracuse University in 2015 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 began his professional career in the startup space with a fast-growing restaurant food delivery service company before joining SEI Investments and beginning his true passion in financial services. At SEI, where Max obtained his series 65, he assisted financial advisors in their initial due diligence of SEI’s platform and offering before advancing to an internal relationship manager role assisting hundreds of advisors across the country. He also spent time on the product side of SEI’s Solutions Team focusing on product development and managing the digital end client experience.
After 5+ years at SEI working with financial advisors, their end clients and with advisor and end client technology platforms, 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 end clients live a life of wealth, health and happiness. Outside of Diversified, Max lives in Philadelphia with his fiancé Torie and golden retriever Jojo and enjoys exercising, hiking, sports and dining and spending time with good people.