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Max Ballo

Financial Planner

Max Ballo

Financial Planner


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.

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


5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern?

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How an HSA Can Boost Your Retirement Savings

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan.

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Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

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