Max Podlone, CPFA®

Max Podlone joined Rockefeller in May of 2022 as a Vice President and Private Advisor for The Mendoza Group.

Prior to joining Rockefeller, he was an Assistant Vice President and Senior Financial Advisor at Merrill Lynch Private Wealth Management, beginning in 2016. Mr. Podlone offers a comprehensive approach to wealth management that begins with understanding the client’s needs in order to offer a goals-based solution.

Mr. Podlone earned his Bachelor of Arts in Political Science from Pepperdine University in Malibu, California. He earned his law degree from The American University Washington College of Law in Washington, D.C., and is currently working toward the completion of a Master’s in Finance at Harvard University. He is a member of both the California and District of Columbia Bar Associations. He holds the professional designations of Certified Plan Fiduciary Advisor, CPFA™, and Certified Exit Planning Advisor, CEPA ®.