About Us
Welcome to eAdvisorPro (eAP), where innovation meets simplicity in the demanding realm of finance and wealth management. Our platform is crafted to change how advisors and agents experience the world of finance, and to help you make the best of your time. We’ve stitched together a unified workspace that acts like an end-to-end ecosystem built to your needs. At eAdvisorPro, we understand the challenges of navigating multiple systems, so we’ve seamlessly integrated everything under one roof. Our many features bring you the best of all worlds.
Max Farahani
CEO/Founder
“Shaping the Future of Finance with Vision and Innovation”
The Journey from Visionary to Industry Leader
Max Farahani’s story begins in Tehran, Iran, where amidst modest beginnings and as one of six siblings, he demonstrated unparalleled determination. A semi-professional soccer player turned math and computer science enthusiast, Max’s early life was marked by an insatiable appetite for overcoming challenges and a keen sense for future trends.
Embracing the American dream with ambition and resilience, Max’s migration to the United States set the stage for a remarkable saga of innovation. Starting with humble beginnings in Miami, Florida, he navigated through early challenges with perseverance, transforming obstacles into opportunities. Max’s initial role as a loan officer was merely the prologue to his entrepreneurial journey.
Driven by a vision to democratize financial services, Max founded Union Trust Financial Services. Under his leadership, Union Trust evolved from a nascent startup with five loan officers to a powerhouse with five branches and over 110 dedicated employees. Max’s journey from founding Union Trust to becoming a luminary in the tech-driven financial sector exemplifies his strategic foresight and unwavering commitment to excellence.
“Innovation is about seeing the invisible and daring to disrupt the status quo. Together, let’s build bridges to a future where technology empowers everyone to achieve their fullest potential.”
Journey Thus Far
Insurance and wealth management industry
Managing partner for prominent companies such as MetLife
Established eAdvisorPro
We uphold acute honesty in all our engagements, fostering a culture of self-driven justice. We value diverse perspectives in evaluating honesty, justice, and integrity in our actions and decisions.
We practice kindness and courtesy, regardless of the circumstances. By offering respect freely to all, we establish a dignified and respectful work environment, encouraging collaborative growth and understanding.
We encourage intelligent risk-taking, substituting fear with respect and caution. This heroic courage propels us to innovative heights, ensuring we live our mission to the fullest.
Our Actions reflect our honour. Every decision is a mirror to our core values, showcasing our commitment to excellence, fairness, and the betterment of the insurance and financial industry.
Through rigorous development and a commitment to excellence, we strive to stand apart, utilizing our position to extend help and create positive impacts whenever the opportunity arises.
Honesty is our hallmark. When we commit to a task, consider it done. Our word is our bond, reflecting a culture of reliability, sincerity, and unparalleled dedication.
Accountability and loyalty are the cornerstones of our operations. We take full responsibility for our actions and words, displaying unwavering loyalty to our mission and those we serve.
Our Vision
At eAdvisorPro, our vision is to empower advisors and agents with specific solutions under one roof. We’re determined to create the most comprehensive independent insurance and wealth management platform to accelerate digital transformation. We think time is precious and you must have the liberty to spend it on moments that matter. Going by our driving philosophy, everything else comes later.
INTERGRITY
We uphold acute honesty in all our engagements, fostering a culture of self-driven justice. We value diverse perspectives in evaluating honesty, justice, and integrity in our actions and decisions.