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Max Leopold is listed as Co-Founder & Managing Partner at Leopold Wealth Management at Leopold Wealth Management, based in Fairfield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Max Leopold.
Max Leopold previously worked as Co-Founder & Managing Partner at Leopold Wealth Management and Lecturer in Investing, Taxes, and Student Loans at Uconn Health. Max Leopold holds Quantitative Economics from University Of Connecticut.
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Max Leopold is a Co-Founder & Managing Partner at Leopold Wealth Management at Leopold Wealth Management. He possess expertise in financial planning, tax advisory, financial risk, tax preparation, investment advisory and 9 more skills. He is proficient in English and French.
Listed skills include Financial Planning, Tax Advisory, Financial Risk, Tax Preparation, and 10 others.
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Connecticut, United States
Max is an advisor and lecturer whose methods and character have been recognized in the WSJ, Fortune, and CT Magazine. He is a 2020 Five Star Wealth Manager recipient, an award that recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” As Managing Partner of LWM, Max helps physicians navigate.
Fairfield County, Connecticut
With over 60 years of experience working with physicians and medical professionals, Prime Financial Services understands the unique challenges that come with the medical profession. Prime Financial Services is a comprehensive financial planning firm offering concierge financial solutions for doctors from residency to retirement. We work in a collaborative.
Activities and Societies: Phi Beta Kappa, Financial Management Club, Connecticut Investors Association, Real Estate Society, Creating.
Activities and Societies: Men’s Ice Hockey, Lehigh Consulting Group, Finance Club, Sigma Chi
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Max Leopold works for Leopold Wealth Management.
Max Leopold is listed as Co-Founder & Managing Partner at Leopold Wealth Management at Leopold Wealth Management.
Max Leopold is based in Fairfield, Connecticut, United States while working with Leopold Wealth Management.
Max Leopold has worked for Leopold Wealth Management, Uconn Health, Rutgers New Jersey Medical School, Nyc Health + Hospitals, and Prime Financial Services.
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Max Leopold holds Quantitative Economics from University Of Connecticut.
Max Leopold is listed with skills including Financial Planning, Tax Advisory, Financial Risk, Tax Preparation, Investment Advisory, Financial Markets, Compensation And Benefits, and 401 Retirement Savings Plans.
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