Max Petrie Email & Phone Number
Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary @ KAF Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Max Petrie Location
- Boston, MA, US
Max Petrie Work
- Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary @ (March 2002 - Present)
- Client Services Manager @ KAF Financial Advisors, Tom Hoffman (March 2002 - Present)
- Online Services Specialist @ (July 2000 - March 2002)
- Retirement Plan Specialist and Online Services Specialist @ (August 1999 - February 2002)
- Retirement Specialist @ (August 1999 - July 2000)
- Intern @ G. Edwards & Sons, Inc (January 1999 - April 1999)
Max Petrie Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary (Fiduciary Best Practices)
2007-2007 - Union College
BA (Double: Economics & Spanish)
1995-1999 - Francis Ouimet 1995-1999
- Hingham High School 1991-1995
Max Petrie Skills
- Retirement Planning
- Retirement
- Series 63
- 401k
- Asset Allocation
- Pensions
- Customer Retention
- Customer Service
- Problem Solving
- Series 6
- 403 b
- Retirement Plan Consulting
- Qualified Retirement Plans
- Fiduciary Services
- Long-term Customer Relationships
- Retirement Plan Design
- Portfolio Management
- Finance
- Financial Advisory
- Qualified Retirement
- Mutual Funds
- Long Term Customer
- Sales
- Retirement Plan
- Investments
- Long Term Customer Relationships
- Wealth Management
- Microsoft Office
- Strategic Planning
- Banking
- Project Management
Max Petrie Summary
- Max Petrie, based in Boston, MA, US, is currently a Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary at KAF Wealth Management. Max Petrie brings experience from previous roles at KAF Financial Advisors, Tom Hoffman and Fidelity Investments. Max Petrie holds a 2007 - 2007 Accredited Investment Fiduciary in Fiduciary Best Practices @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Retirement Planning, Retirement, Series 63, 401k, Asset Allocation and more. Max Petrie has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Max Petrie?
Find contact details for 700 million professionals.
Others Named Max Petrie
Top KAF Wealth Management Employees
Thomas McCarthy
Managing Partner
Braintree, MA, US
Marybeth Dooling
Director of Client Services
Braintree, MA, US
Desiree Boga
Director of Client Services
Boston, MA, US
Suzanne Conran
Wealth Manager
Needham, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co