Max Canfield, CFP®

Max is a Client Advisor at Freestone and has been with the firm since 2022. Before stepping into this role, he worked alongside a senior advisor at Freestone, gaining hands-on experience in investment strategy, financial planning, and client relationship management. Prior to Freestone, Max held roles at ICONIQ Capital, supporting ultra-high-net-worth families in a family office setting, and at Three Bell Capital, assisting entrepreneurs, venture capitalists, and high-net-worth families with wealth management. Now as an advisor, Max works directly with clients, helping them navigate investment management, tax strategy, estate planning, risk management, and charitable giving to align their financial decisions with their long-term goals.