Max’s Approach
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
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning 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
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
ISO vs. NSO: What Your Stock Option Grant Letter Is Really Telling You
ISO or NSO? Your stock option grant letter answers a question with big tax consequences. How tech professionals…
What to Do with Your Equity Compensation Before an IPO
Some of the biggest equity compensation decisions happen before an IPO. How tech professionals can approach AMT, QSBS,…
RSUs Are Income, Not Magic: How to Think About Your Restricted Stock Units
RSUs are compensation, not a windfall. Here’s how tech professionals can think about vesting, taxes, and turning equity…
Mega Backdoor Roth: Is It Worth the Complexity for Tech Professionals?
If your employer's 401(k) plan allows it, the mega backdoor Roth could let you put up to $47,500…
All Insights by Max Gonda
4 insights
ISO vs. NSO: What Your Stock Option Grant Letter Is Really Telling You
ISO or NSO? Your stock option grant letter answers a question with big tax consequences. How tech professionals…
What to Do with Your Equity Compensation Before an IPO
Some of the biggest equity compensation decisions happen before an IPO. How tech professionals can approach AMT, QSBS,…
RSUs Are Income, Not Magic: How to Think About Your Restricted Stock Units
RSUs are compensation, not a windfall. Here’s how tech professionals can think about vesting, taxes, and turning equity…
Mega Backdoor Roth: Is It Worth the Complexity for Tech Professionals?
If your employer's 401(k) plan allows it, the mega backdoor Roth could let you put up to $47,500…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
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.