Maxwell Calderon

Maxwell Calderon is the Wealth Management Assistant at Calderon Fortney Financial Group.

He plays a key role in supporting the firm’s day-to-day operations and ensuring clients have a smooth, responsive experience. Max assists the advisory team with client service, scheduling, document preparation, and administrative follow-ups, helping to keep the planning process organized and efficient.

Max holds a degree in Economics from Syracuse University and brings attention to detail and a strong work ethic to his role. He enjoys being part of a team that helps clients feel supported as they navigate important financial decisions.

Originally from Westport, Connecticut, Max enjoys traveling, attending concerts, staying active, and spending time with friends.