Max Filbeck, CRPC®, Associate Financial Planner, earned his BS from the School of Business at Missouri State University in Finance and Financial Planning. Max holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation that may only be used by professionals that have passed a rigorous examination by the College for Financial Planning as well as other requirements set by the College. Max has also completed his preliminary education requirements for the CERTIFIED FINANCIAL PLANNER™ certification through Missouri State University’s board-registered program and intends to earn the CFP designation. While in school, Max completed two internships with financial planning-focused firms--one of which was with Keen Wealth--that gave him valuable insight into operating within the fiduciary standard. Max also entrepreneurially worked his way through college, including owning and operating a t-shirt company out of his dorm room. At Keen Wealth, his responsibilities include assisting in data gathering and analysis.
Max was raised on a farm in Kearney, MO, home of Jesse James, where his family raised cattle since he was young. His parents, both of whom are also flight attendants, gave him opportunities to travel to various places around the globe. If he isn’t traveling or checking things off his bucket list, you can usually catch him spending time at the lake.