
Max Agabon
Supplemental Instructor

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About me
Financial Advisor, Financial Services, and Business Strategy Professional
Education

California State University, Northridge
-Bachelor of Science (B.S.) Finance, GeneralActivities and Societies: • CSUN Volunteer Income Tax Assistance (VITA), CSUN Ballroom Dance Club President, CSUN Jishin Taiko

California State University, Northridge
-Bachelor of Arts (B.A.) Asian-American Studies (Dual Degree)
Experience

California State University, Northridge
Jan 2011 - Jan 2013Supplemental Instructor
RAND Corporation
Feb 2016 - Aug 2016Research Interviewer
Transformation Financial Inc. - Camarillo
Mar 2017 - Jan 2025Investment Advisor Representative (IAR) & Financial Services Manager
Fidelity Investments
Feb 2025 - nowWorkplace Planning Associate
Licenses & Certifications

Securities Industry Essentials (SIE)
FINRA
Series 65
FINRAMar 2017
Honors & Awards
- Awarded to Max AgabonFinalist - New Originals The Original Farmers Market Apr 2023 As Los Angeles' original culinary destination since 1934, The Original Farmers Market takes pride in supporting the undeniable and unwavering entrepreneurial spirit and creativity of Angelenos. To this day we are home to dozens of family and locally-owned businesses, offering a wide range of products and services. We are pleased to support "The New Originals" program in an effort to discover - and support - the next crop of emerging or established culinary businesses joining the… Show more As Los Angeles' original culinary destination since 1934, The Original Farmers Market takes pride in supporting the undeniable and unwavering entrepreneurial spirit and creativity of Angelenos. To this day we are home to dozens of family and locally-owned businesses, offering a wide range of products and services. We are pleased to support "The New Originals" program in an effort to discover - and support - the next crop of emerging or established culinary businesses joining the Farmers Market family. Show less
- Awarded to Max AgabonPacific Life - Distinguished Achievement Award Pacific Life Insurance Company 2019 The Distinguished Achievement Award was created by Preston Hotchkis, who was a member of Pacific Life’s Board of Directors from 1945 to 1970. The annual award recognizes the life insurance producer who best personifies Pacific Life’s standard of excellence through high sales production, dedication to the community, and overall achievement.
- Awarded to Max AgabonJohn Philip Sousa Award Granada Hills Highlander Marching Band 2007 The John Philip Sousa Award is an optional award a high school band director may award to one of his students. It is restricted to one per school per year (or two in the rare event of a tie). The award recognizes superior musicianship, dependability, loyalty, and cooperation.
Volunteer Experience
Supervisor
Issued by CSUN Volunteer Income Tax Assistance Clinic on Jan 2011
Associated with Max Agabon
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