Max Matles, CFP®️

Max Matles is a CFP® and tax professional at Matles Wealth Management in Orange, California, where he helps manage over $300 million for clients.

Born in 1998, Max was drawn to a wide exploration of consciousness from an early age. He was led to practices such as meditation and extreme sports like highlining and rock climbing, pursuits that tested both physical and mental limits. 

These experiences inspired him to live as a Buddhist monk in practice, spending a year in relative isolation, focusing on meditation. He was influenced by Buddhist teachings, including the book The Diamond Cutter, which tells the story of a monk whose teacher urges him to leave the monastery and bring compassion into the business world. 

After time in isolation, Max returned to the world with a new sense of purpose, choosing finance as the place to apply these principles. 

On this channel you’ll find insights on mindfulness, money, a better world, and anything else Max feels divinely guided to share.