Max Blumberg
I got into this industry because I am interested in finance, but I also wanted a job that means something on a personal level. For me, this business is about helping people, solving problems and giving hard-working families a clear path forward.
The part of my job I value most is helping families realize their retirement potential. I believe a strong plan should do more than organize numbers. It should give you written permission to spend your money in retirement and enjoy what you’ve worked so hard to earn.
Before joining Curran Financial Partners, I worked as a registered representative with New York Life. I earned my degree from the Robert H. Smith School of Business at the University of Maryland in 2023. I hold my life and health insurance licenses, and I have passed the Series 65 securities exam.
I live in Charleston, and I’m proud of the values that shaped me. My father was born in the USSR and came to this country in search of the American Dream. I grew up in a patriotic household, and that still drives how I live and work today. Outside the office, I’ve been playing guitar for 10 years, I’m a big football fan and I train in Brazilian jujitsu.
