Max Kosman

Advisor Assistant
Phone: 513-230-9721
Fax: 513-624-3124

Who Inspires You?

My father and grandfather been have huge inspirations in my life. They have molded me into the person I am today while encouraging me to pursue a career in financial services.

Motto or personal Mantra:

Todays a good day for a great day.

What is something on your bucket list?

I would like to travel across Europe one day.

Max attends Kutztown University where he is working towards earning his degree in Personal Financial Planning while playing Rugby. In May of 2022, he officially joined the RFG Family, following in his family’s footsteps as an Apprentice. Here he will work to obtain his certifications as he seeks to become a Financial Advisor.

Max currently holds the Securities Industry Essentials® (SIE®) license.