Maxwell Balbin

Evaluator
DISC Type : dsc

Financial Advisor at Thrivent

San Francisco Bay Area, United States

Overview

Maxwell Balbin is a Financial Advisor at Thrivent, specializing in creating holistic financial strategies that align with his clients personal values. A graduate of Saint Marys College of California with a Masters in Finance and a Bachelors in Environmental Science, he also holds a Behavioral Financial Advisor (BFA™) certification.

Originally from Southern California, Maxwell now lives in Pleasant Hill, CA, with his wife and son. He is an avid outdoorsman who enjoys hiking, camping, and backpacking. In his downtime, he also likes to read, with a particular interest in books about financial history.

His first career was in environmental consulting, a field inspired by his love for the outdoors.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Holistic Financial Planning
Integrates financial strategies with his clients' core values and goals for generosity, aiming to help them live meaningful lives.
Behavioral Finance
Holds a Behavioral Financial Advisor (BFA™) certification, indicating a focus on the psychology behind financial decisions to better serve clients.
Community Empowerment
Attended an event for The Gouche Foundation, a non-profit dedicated to increasing financial literacy and empowering families to build wealth.

Media Appearances

Maxwell Balbin, in Walnut Creek CA - Thrivent financial advisor. Featured in Thrivent (Connect)

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Maxwell Shambaugh Balbin | Walnut Creek, California - AdvisorCheck Profile. Featured in AdvisorCheck

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Work History

6-2025
Financial Advisor at Thrivent
5-2025 - 6-2025
Associate Representative at Thrivent
2-2025 - 5-2025
Investment Associate at RBC Wealth Management
4-2022 - 2-2025
Client Associate at RBC Wealth Management
6-2018 - 5-2021
Senior Staff Scientist at Langan Engineering & Environmental Services

Education

7-2021 - 9-2022
Master of Science - MS from Saint Mary's College of California
2012 - 2014
Bachelor of Science (B.S.) from Saint Mary's College of California

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Financial Advisor at Thrivent
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Insights For Selling To Maxwell

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Maxwell is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Maxwell

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Maxwell move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Maxwell take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Maxwell

Personality Compatibility


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