ssssssssssssssABOUT MAX

Max Bolka is a 33-year veteran of the financial services industry who developed and served a nationwide planning and investment clientele. Today he “Builds First-Class Financial Advisors” of all kinds through his dynamic speaking, insightful writing and comprehensive business development mentoring program.

After working with an investment banker in 1982, Max started his own independent financial advising firm, with clients residing from New York to Hawaii. Simultaneously he became a student and practitioner of Ayurveda (EYE-ur-VAY-dah), the 5,000-year old science of life from India. Today, he unites these two diverse areas into a coherent, successful consulting practice, where he teaches Financial Advisors how to define and achieve their highest goals.

Early in his financial career, Max realized that money cuts across all areas of life. He started becoming more involved with his clients, and later with other financial advisors, counseling them about such diverse matters as goal setting; finding one’s passion, purpose and meaning in life; business and strategic planning; career planning; developing personal and professional relationships; effective communication; all aspects of sales and marketing; time and stress management; systematizing one’s business, and how to build long lasting wealth.

“Everyone wants to work less, make more, lose weight and be spiritually fulfilled,” says Max.
The problem is, that’s a little ambiguous. I get specific with what I like to call The Six F’s:
Faith, Family, Friends, Fitness, Finance & Fun…with all their implications, providing a solid
basis for creating success and balance in my client’s personal and professional life.”

Max is married to Julia Monet. They live in the beautiful Blue Ridge Mountains of Asheville, NC.


               Max & Julia At The Taj Mahal
Where Max Spoke To 1,500 Financial Advisors