A complete list of active advisors currently associated with Pashman Financial LLC

Warmer can help you find a great advisor at Pashman Financial LLC or one who fits your needs even better.

Pashman Financial is a small, state-registered independent advisory firm serving individual and high‑net‑worth clients. The firm offers tailored investment management alongside a range of financial planning services, including ongoing comprehensive planning, limited‑scope projects, and one‑time plans, and it also provides retirement plan/pension consulting for plan sponsors. The firm primarily follows a passive investment approach using model portfolios, index mutual funds and ETFs, and may engage third‑party Outside Managers or subscribe to model strategies through a custodial model marketplace. It also utilizes direct indexing via separately managed accounts for client customization and tax‑loss harvesting, and structures ongoing planning engagements around an annual service calendar with periodic implementation support. Noteworthy for a solo adviser with relatively modest assets under management and a small client roster, the firm offers pension/retirement plan consulting and regularly conducts fee‑based educational seminars for organizations and the public. The principal supplements advisory work with outside financial‑planning engagements and a separate financial‑education business, which corresponds with the firm’s seminar offerings and its reliance on external model marketplaces and Outside Managers.

To learn more about the advisors currently working at Pashman Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Max Pashman	Playa Del Rey, CA	8

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