Max Golden

Max Golden

Director of Sales

FP Alpha

Max Golden is the Sales Director at FP Alpha, where he collaborates with top RIA firms to transform and elevate their planning processes through cutting-edge, tech-enabled solutions. With years of experience spanning asset management, insurance, and fintech, Max is known for his strategic leadership and ability to deliver results at the crossroads of innovation, relationship-building, and practical execution.

Prior to joining FP Alpha, Max held senior sales positions with Hartford Funds and Lincoln Financial Distributors, where he played a pivotal role in launching new products, expanding distribution channels, and growing advisor engagement from the ground up. Max excels at helping advisors adopt modern planning platforms—consistently driving adoption, education, and long-term value.

Featured Sessions

Wednesday, October 29, 2025
1:20 pm

Invent | FPAlpha | AdvisorCRM | Communify Fincentric | Archive Intel | Orion Advisor Solutions