Max Jaffe

Max Jaffe

CPATX, US
Engaging, humorous and enlightening, audiences across the country understand how money works so they can keep more of what they make.

 

Author, speaker, inventor and consultant, native Dallasite Max Jaffe's lifestyle changed dramatically as a youngster when his father's lucrative oil exploration business almost went bankrupt.  Out of necessity, Max quickly learned the hard way about money and how to use it properly, since it was no longer plentiful.  In order to earn spending money, Max landed his first job at the age of eight, which ended in tragedy.  A neighbor hired him to feed her goldfish while she was on vacation.  Extremely excited about his first job, he got over zealous and fed the goldfish too much.  It died.  The neighbor was not pleased.

 

Max graduated from the University of Virginia with a BS degree in Accounting (that's Bachelor of Science), and worked for Price Waterhouse where he obtained his CPA designation.  Later, Max served as Treasurer for over 11 years for one of the world's largest developers of Commercial Real Estate, where he managed a 1 billion dollar commercial paper program, a 500 million dollar investment portfolio and the day-to-day cash management for all the operating properties the company owned throughout the US.

 

When the company was sold, Max decided to share his insights of personal money management through one-on-one consulting, keynote speeches, interactive workshops, and his book, Maximizing Your Money.

 

Max currently holds a patent on a budgeting process that allows users to keep track of their spending.  The purpose behind the process is that the closer one track's one's spending, the more one will be able to save.  Saving is the often forgotten prerequisite to first paying off debt, and then investing.  

 

 

Author, speaker, inventor and consultant, native Dallasite Max Jaffe's lifestyle changed dramatically as a youngster when his father's lucrative oil exploration business almost went bankrupt.  Out of necessity, Max quickly learned the hard way about money and how to use it properly, since it was no longer plentiful.  In order to earn spending money, Max landed his first job at the age of eight, which ended in tragedy.  A neighbor hired him to feed her goldfish while she was on vacation.  Extremely excited about his first job, he got over zealous and fed the goldfish too much.  It died.  The neighbor was not pleased.

 

Max graduated from the University of Virginia with a BS degree in Accounting (that's Bachelor of Science), and worked for Price Waterhouse where he obtained his CPA designation.  Later, Max served as Treasurer for over 11 years for one of the world's largest developers of Commercial Real Estate, where he managed a 1 billion dollar commercial paper program, a 500 million dollar investment portfolio and the day-to-day cash management for all the operating properties the company owned throughout the US.

 

When the company was sold, Max decided to share his insights of personal money management through one-on-one consulting, keynote speeches, interactive workshops, and his book, Maximizing Your Money.

 

Max currently holds a patent on a budgeting process that allows users to keep track of their spending.  The purpose behind the process is that the closer one track's one's spending, the more one will be able to save.  Saving is the often forgotten prerequisite to first paying off debt, and then investing.