Maxwell Balbin in

Maxwell Balbin

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Financial Advisor at Thrivent
📍 San Francisco Bay Area, United States

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.

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Experience
10 Years
Current Role
Financial Advisor
Location
San Francisco Bay Area, United States
Personality Overview

How Maxwell shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Maxwell cares 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.
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Career

Work history

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

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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Education
7-2021 - 9-2022
Master of Science - MS
Saint Mary's College of California
2012 - 2014
Bachelor of Science (B.S.)
Saint Mary's College of California
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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