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Max Petrie, Aif(R) Email & Phone Number
Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary
at
KAF Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary
Location
Braintree, Massachusetts, United States
Company size
Who is Max Petrie, Aif(R)? Overview
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Quick answer
Max Petrie, Aif(R) is listed as Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary at KAF Wealth Management, a company with 9 employees, based in Braintree, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Max Petrie, Aif(R).
Max Petrie, Aif(R) previously worked as Retirement Plan Consultant/Relationship Manager, Accredited Investment Fiduciary at Kaf Financial Advisors and Client Services Manager at Kaf Financial Advisors, Tom Hoffman. Max Petrie, Aif(R) holds Accredited Investment Fiduciary, Fiduciary Best Practices from University Of Pittsburgh Katz Graduate School Of Business.
Company email context
Email format at KAF Wealth Management
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KAF Wealth Management
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Profile bio
About Max Petrie, Aif(R)
Many plan sponsors are so focused on healthcare costs that they are neglecting to emphasize a primary way of mitigating the increase in healthcare costs, otherwise know as their Retirement Plan. Effectively designing a retirement plan to solve for positive participant outcomes means plan sponsors can reduce healthcare costs associated with their employees needing to delay their retirement. Are your employees prepared for the retirement they envision? Do you have an Education Plan in place that allows for your employees to be "Retirement Ready"? KAF uses software programs including Trustbuilders/TRAK and Social Security Timing to help your employees identify their goals and then get them on track to help meet them.Do you have a corporate retirement plan that you are responsible for? Do you understand the Fiduciary Liability that comes along with that responsibility? Have you done everything you can to help protect yourself against that liability? KAF can help you minimize that liability!KAF is an independent financial planning firm located in Braintree, MA. KAF's Broker/Dealer is Lincoln Investment, Member FINRA/SIPC Among KAF's specialties are Retirement Plans, Widows & Divorcees and Insurance. KAF also specializes in Retirement Planning and utilizing managed accounts. Currently, KAF is the Advisor to 80 or so retirement plans, handling everything from employee education to assistance with plan design and implementing a process that corresponds to the appropriate fiduciary standards of care.Specialties: Client Management, Transaction completion, Operation. 401(k) Implementation & Design, Portfolio Design, Accredited Investement Fiduciary (AIF(R))Social Security services are not offered through, or supervised by, The Lincoln Investment Companies.Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com KAF Financial Advisors and the above firm are independent, non-affiliated.
Listed skills include Retirement Planning, Retirement, Series 63, 401K, and 17 others.
Current workplace
Max Petrie, Aif(R)'s current company
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Kaf Wealth Management
7 roles
Max Petrie, Aif(R) work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant/Relationship Manager, Accredited Investment Fiduciary
CurrentProvide Fiduciary Consulting Services to Plan Sponsors as well as act as "Retirement Coach" for plan participants. Develop and implement a prudent roadmap for reducing the Fiduciary Liability of Plan Sponsors while maintaining the best interests of plan participants.
Mar 2002 - Present
Client Services Manager
Current
Kaf Financial Advisors, Tom Hoffman
Provide Fiduciary Consulting Services to Plan SponsorsProcess all investment trades.Manage 80+ retirement plan relationships.Educate participants on Retirement Plan Fundamentals and Investment Principles.Oversee plan design and implementation.Oversee Retirement Plan compliance and testing.Manage Retirement Plan conversionsDesign new account proposals for.
Mar 2002 - Present
Online Services Specialist
Provided customer service and troubleshot issues with NetBenefits website.Supported internal peers regarding NetBenefits website.Trained Retirement Specialists regarding usage and functions available through NetBenefits website.
Jul 2000 - Mar 2002
Retirement Plan Specialist/Online Services Specialist
Aug 1999 - Feb 2002
Retirement Specialist
Series 6 and 63 LicensedProvided customer service to clients of 401k/403b retirement plans.Discussed investment options and goals of clients.Assisted in problem solving of customer related issues.Trained in various aspects of financial industry, thereby gaining the flexibility to fulfill numerous tasks in efficient manner.
Aug 1999 - Jul 2000
Intern
G. Edwards & Sons, Inc
Utilized analytical abilities to build databases and assess stocks.Gained overview of financial planning industry through observation and hands-on experience.
Jan 1999 - Apr 1999
4 education records
Max Petrie, Aif(R) education
Accredited Investment Fiduciary, Fiduciary Best Practices
Ba, Double: Economics & Spanish
Education record
Hingham High School
Education record
Francis Ouimet
FAQ
Frequently asked questions about Max Petrie, Aif(R)
Quick answers generated from the profile data available on this page.
What company does Max Petrie, Aif(R) work for?
Max Petrie, Aif(R) works for KAF Wealth Management.
What is Max Petrie, Aif(R)'s role at KAF Wealth Management?
Max Petrie, Aif(R) is listed as Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary at KAF Wealth Management.
Where is Max Petrie, Aif(R) based?
Max Petrie, Aif(R) is based in Braintree, Massachusetts, United States while working with KAF Wealth Management.
What companies has Max Petrie, Aif(R) worked for?
Max Petrie, Aif(R) has worked for Kaf Wealth Management, Kaf Financial Advisors, Kaf Financial Advisors, Tom Hoffman, Fidelity Investments, and G. Edwards & Sons, Inc.
How can I contact Max Petrie, Aif(R)?
You can use AeroLeads to view verified contact signals for Max Petrie, Aif(R) at KAF Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Max Petrie, Aif(R) attend?
Max Petrie, Aif(R) holds Accredited Investment Fiduciary, Fiduciary Best Practices from University Of Pittsburgh Katz Graduate School Of Business.
What skills is Max Petrie, Aif(R) known for?
Max Petrie, Aif(R) is listed with skills including Retirement Planning, Retirement, Series 63, 401K, Asset Allocation, Pensions, Customer Retention, and Customer Service.
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