Max Kosman

Advisor Assistant

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 graduated from Kutztown University in 2023 with a degree in Financial Planning. He served as an apprentice at RFG throughout college and joined the RFG Family full time immediately after graduation. Within a year of joining the team, Max obtained the necessary licenses to become a financial advisor. He loves coming to work every day and helping others.

Outside of work, Max plays club Rugby for the Cincinnati Wolfhounds. He also loves being outdoors and spending time with friends and family!

Max Currently holds Securities Industry Essentials® (SIE®), Series 7, and Series 66 securities registrations.

Check the background of this investment professional on FINRA’s BrokerCheck.