Max Arms, CFP®
Director | Client Advisor | Seattle, WA
marms@freestonecapital.com
Phone
206.774.2649
206.707.7300
Fax
206.707.7399
Max is a Director and Client Advisor at Freestone and has been with the firm since 2025. He brings his passion for simplifying complex financial matters and continues to guide clients towards achieving their financial goals. Before joining Freestone, Max worked at a Seattle-based RIA where he supported high-net-worth individuals in all of aspects of their financial lives, including cash flow planning, tax strategies, investment management, estate planning, insurance solutions, family gifting, and philanthropy.
Education
Max earned a BS in Finance and a BA in Marketing from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Recognition
Max enjoys spending time with friends, whether on the water, the golf course, at a Husky football game, or on the basketball court. As an avid sports fan, he dedicates plenty of time to cheering for his Golden Eagles, Vikings, Twins, and Timberwolves. When not in Seattle, he enjoys traveling or visiting family in Minnesota at their home on the Whitefish Chain of Lakes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®,” “Certified Investment Management Analyst®,” and “Certified Private Wealth Advisor®.” Use signifies that the user has successfully completed initial and ongoing credentialing requirements for certification. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.