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Lifestyle Financial Planning
The Financial and Mental Burden of Social Media
Max Gerstein of Skybound Wealth discusses how social media drives impulsive spending, and the importance of financial planning for retirement.
January 14, 2025
Maximillian Gerstein
Financial Advisor - Global Partners
Max Gerstein is a seasoned financial advisor with an exceptional track record spanning over five years. With a diverse professional background that includes working in prominent financial hubs such as Geneva and Dubai, Max has honed his expertise in navigating various jurisdictions and catering to a global clientele.
Throughout his career, Max has cultivated a deep understanding of worldwide financial solutions to meet the unique needs of his clients. He has built a robust network of individuals and institutions across the globe, enabling him to provide tailored advice and strategies to clients from diverse backgrounds and regions.
As a trusted advisor, Max manages an extensive clientbase of over 500 individuals and businesses. With a portfolio exceeding $30 million under his management, he consistently demonstrates a commitment to delivering personalized wealth management solutions andmaximizing returns for his clients.
Qualifications & Awards
Areas of Expertise
Max is qualified to advise in all areas of personal financial planning including:
- Pension Transfers
- Trust & Inheritance Tax Planning
- Lifestyle Financial Planning
- Retirement Planning
- International Investments
- Regular and Lump Sum Savings
- Education Fee Planning
- Health Planning
- Asset and Lifestyle Protection
