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Financial Planners

Max Ballo

Financial Planning Associate

Max Ballo

Financial Planning Associate

Biography

Max was born and raised in Cleveland, Ohio. Half-way through high-school, his family moved to Green Bay, Wisconsin. He attended a small, liberal arts college intiatially intending to do pre-med but he decided to go a different route.

He transferred to the University of Wisconsin-Madison where he discovered his love for the personal finance program, which helped him fulfill his passion for helping people; by encouraging clients to take control of their financial road-map.

In his spare time, he enjoys playing squash as well as running. He is a die-hard Cleveland Browns fan, but to cancel out their poor performance, he also cheers on the Green Bay Packers.

Education
  • University of Wisconsin-Madison, B.S Personal Finance-Financial Planning concentration

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