Maxie Jose

Affluenz Wealth Advisors is a true exemplar of a fee-only Investment Advisor, setting itself apart by refraining from product sales, commission-based compensation, incentives, or revenue-sharing arrangements with external parties. At Affluenz Wealth, their dedication to objectivity and impartiality is unwavering, and they maintain a resolute commitment to serving the best interests of their clients. They are not entangled in affiliations or financial agreements that could compromise their objectivity or introduce conflicts of interest. Moreover, they do not engage in the sale of insurance or other distribution products, ensuring that their sole focus is on providing unbiased, client-centric financial guidance.

The brainchild of Maxie Jose, a Certified Financial Planner (CFP), Financial Risk Manager (FRM), and Chartered Wealth Manager (CWM), Affluenz Wealth Advisors boasts a founder with a remarkable educational background and a wealth of qualifications. Maxie's impressive credentials include an Executive Management program from the prestigious Indian Institute of Management, Lucknow, coupled with a Diploma in Strategic Finance and Control. Maxie's dedication to upholding the principles of independence, objectivity, and the delivery of thoughtful counsel is at the core of Affluenz Wealth's mission. They take pride in the unwavering commitment to serving their clients and ensuring that their financial well-being remains their top priority.