Max Lambert
Max Lambert joined Investment Management & Planning, LLC in July 2026 after more than 10 years in sales and sales leadership.
Throughout his career, Max developed a strong appreciation for understanding people’s goals from their perspective, communicating complex information clearly, and helping individuals make confident decisions. He brings that same approach to his work as a financial advisor.
Max has passed the FINRA Series 7 registration with LPL Financial and Series 66 registration with LPL Financial and Investment Management & Planning, LLC. He is also licensed as a Life and Health Insurance agent in Delaware.
Max believes financial planning should consider a client’s complete financial picture, goals, and vision for the future. When appropriate, he also coordinates with attorneys, accountants, and other professionals to help align the different areas of a client’s financial life.
Max earned a bachelor's degree in business economics from the State University of New York College at Oneonta, where he was inducted into the Beta Gamma Sigma honor society. He later earned a master's degree in criminal justice from John Jay College of Criminal Justice, where he received the Claude Hawley Award and was inducted into the Alpha Phi Sigma honor society.
Outside of work, Max enjoys spending time with his family and playing baseball with his two sons.
