I. Maximilian Gonda
CFP®
Financial Advisor
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Education &
Max is a financial advisor in Savant’s Los Gatos, CA office. He provides comprehensive wealth management, including conducting analyses, providing recommendations, and assisting with plan implementation.
As a CERTIFIED FINANCIAL PLANNER® professional, Max is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Max specializes in helping professionals in the technology industry plan around their complex stock-based compensation and equity awards.
Max has been involved in the financial services industry since 2021. Prior to joining Savant, he was a wealth advisor for Parkworth Wealth Management until it joined with Savant in 2025.
Max earned a bachelor of arts degree in economics from the University of California-San Diego.
Max has dual U.S. and Italian citizenship. He was a walk-on for the NCAA men’s soccer team at UC San Diego. He continues to play soccer on an adult soccer team and loves doing anything active.
Education &
Designations
- University of California-San Diego
Bachelor of Arts in Economics - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.