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About me

As a dedicated financial advisor based in Dubai, I have the privilege of managing over 500 clients globally, overseeing more than $40 million in client assets. My mission is to empower individuals and families to achieve financial security and prosperity through comprehensive financial planning. With extensive experience and a personalized approach, I strive to understand each client's unique goals and craft tailored strategies to help them succeed.

Skybound Wealth Award Winning Financial Advisor

I hold a Level 4 qualification from the Chartered Institute for Securities & Investment (CISI), which meets the regulatory requirements set by the Financial Conduct Authority (FCA) in the UK, allowing me to provide professional financial advice and investment management services. Additionally, I have earned the International Certificate in Wealth & Investment Management with CISI and the Advanced certification for CySEC (Europe) highlighting my expertise in global financial markets, wealth management, and investment strategies. These qualifications enable me to deliver exceptional financial planning and advisory services to clients worldwide, adhering to the highest standards of professionalism and ethical considerations.

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Tailored financial Solutions

Providing personalized financial advice, comprehensive wealth planning, and money coaching to help you achieve your financial goals, protect your loved ones, secure your wealth, and create generational wealth.

Protection

Ensuring financial security through comprehensive protection plans, including coverage for illness, death, and income protection, safeguards you and your loved ones from unforeseen events.

Investment Planning

Helping you achieve your financial goals with personalized investment strategies, while protecting and growing your wealth for future generations.

Tax Planning

 Providing expert tax planning solutions tailored for expats, ensuring compliance while optimizing your tax efficiency across multiple jurisdictions. 

Inheritance and Estate Planning

 Expertly managing inheritance and estate planning for expats, ensuring your assets are protected and efficiently transferred to future generations. 

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Protection

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Investing

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Real Estate

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Tax Planning

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Inheritance & Estate Planning

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Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Max Gerstein Independent Financial Planning and Advice

Office, Mazaya Business Avenue - First Al Khail St - Jumeirah Lake Towers - Dubai - United Arab Emirates

054 391 3069

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09:00 am – 05:00 pm

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