Learn from Industry Experts

Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Mr. Maas holds a variety of world-renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas’ professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning.

Adding to Mr. Maas’ many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and is a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.

His knowledge is deep and wide on a whole host of topics including portfolio construction and investment risk mitigation. He’s also a business valuation expert and has many other skill sets as enumerated by his many designations. Joe was also recently added to the Board of Directors for the National Association of Active Investment Managers (NAAIM).

Adding to Mr. Maas’ many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.

Mr. Maas established SAM as a 360-degree financial services firm, providing a variety of solutions under one roof. With a team of capable and broadly experienced financial advisors, Synergy provides a complete mix of integrated financial services.

Expert in many fields, Mr. Maas is a member of numerous professional organizations; he has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University. He conducted postgraduate finance studies in Japan, Hong Kong, China, and Thailand.