Maxwell A. Khalfayan
CFP®, CPA, MBA
Financial Advisor / Member Owner
Managing wealth is just the beginning. A holistic financial planner provides you with the necessary tools to pursue a future filled with confidence, purpose, and possibility.
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Education &
Affiliations &
Max is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA), 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 has been involved in the financial services industry since 2018. He worked in the financial planning group for Corrigan Financial from 2022 until it joined with Savant in 2025. Prior to joining Corrigan, he worked in public accounting for five years as an audit manager with Ernst & Young in New York City, auditing asset management companies.
Max is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA), the Financial Planning Association (FPA), and the Planned Giving Advisory Council for Lifespan hospitals.
Max earned a bachelor of science degree in business administration and a master of business administration (MBA) degree, both from the University of Rhode Island.
Max enjoys spending time with family and friends, playing golf, and traveling. He is an avid fan of the Boston Red Sox, Boston Celtics, and New Orleans Saints. During the summer, you can find him at the beaches of Newport, RI.
Education &
Designations
- University of Rhode Island
Bachelor of Science in Business Administration
Master of Business Administration (MBA) - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association (FPA) – member
- Lifespan hospitals – Planned Giving Advisory Council member
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.