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Max Gonda

CFP®

Financial Advisor / Member Owner

Overview

Maximilian “Max” Gonda is a financial advisor in our Los Gatos, California, office, where he specializes in helping professionals in the technology industry navigate stock-based compensation and equity awards, aligning those benefits with long-term financial goals. His approach emphasizes clarity, coordination, and practical decision-making.

Max works closely with clients to analyze their financial situations, develop tailored recommendations, and support plan implementation across every stage of life. As a CERTIFIED FINANCIAL PLANNER® professional, he advises on 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 strategies.

Before joining Savant, Max served as a wealth advisor at Parkworth Wealth Management, which joined Savant in 2025. He remains active in the broader planning community as a member of the National Association of Personal Financial Advisors (NAPFA).

Max earned a bachelor’s degree in economics from the University of California-San Diego. He holds dual United States and Italian citizenship. A former walk-on for the NCAA men’s soccer team at UC San Diego, he continues to play on an adult soccer team and enjoys staying active.

Areas of Focus

Max’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

Technology Professionals

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Technology Professionals

Accounting & Consulting Services

Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.

Accounting & Consulting Services

Education

  • University of California-San Diego
    Bachelor of Arts in Economics

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • National Association of Personal Financial Advisors (NAPFA) – member

Office Locations

Serving clients from our Los Gatos office.

Los Gatos

475 Alberto Way, Suite 210 Los Gatos, CA 95032

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.

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