David "Max" Hernandez, CPA — President & CEO of Brickell CPA, Inc. — brings 20+ years of integrated financial expertise to entrepreneurs, accredited investors, and international business leaders. From Havana to Brickell, built to serve the bold.
From tax strategy and SBA financing to investment advisory and M&A — a complete financial ecosystem under one roof in Brickell.
Comprehensive accounting, tax planning, and compliance for entrepreneurs and high-net-worth individuals. Proactive strategies that protect and build wealth.
Over $60M facilitated in SBA financing. End-to-end guidance through loan structuring, applications, and closing for growing businesses.
Series 65 registered adviser serving accredited investors with portfolio strategy, alternative investments, and wealth structuring for long-term growth.
Contractor accounting, bonding support, job costing & project finance.
Residential, commercial, and international real estate tax strategies & FIRPTA.
Practice management, compliance & healthcare entity structuring.
Fleet accounting, owner-operator tax & trucking business advisory.
Max didn't just handle our taxes — he restructured our entire business, helped us secure an SBA loan, and gave us a roadmap to scale. He thinks like a CEO, not just a CPA.
As a foreign investor navigating FIRPTA and U.S. entity structures, I needed someone who truly understood the complexity. Max is that rare advisor who makes it simple.
His combination of CPA expertise, real estate brokerage, and investment advisory is unmatched in Brickell. One advisor who handles everything at the highest level.
Born and educated in Havana — where he studied Chemical Science at the University of Havana and attended the prestigious IPVCE Lenin preparatory school — David "Max" Hernandez arrived in Miami in 1997 at age 21 with nothing but ambition and an unshakeable work ethic.
"I built my expertise to serve the entrepreneur who refuses to settle — the accredited investor who demands results, not excuses."
Rising from entry-level positions through Big Four experience at KPMG, David founded Brickell CPA, Inc. (dba Max Financial) in 2006. His rare triple credential — CPA, Real Estate Broker, and Series 65 Investment Adviser — allows him to serve clients across the full financial spectrum.
He teaches entrepreneurship and finance at FIU, Miami Dade College, and Millennia Atlantic University, and is a published author of business guides and historical fiction exploring Cuba's Republican era (1902–1959).
His practice integrates biblical business principles and serves entrepreneurs, small business owners, foreign investors, and accredited investors across construction, real estate, healthcare, and logistics.
David operates multiple business entities under the Max Financial Group umbrella, bridging CPA services, real estate brokerage, investment advisory, education, and publishing into a fully integrated financial ecosystem.
A complete financial ecosystem — from tax strategy and SBA financing to investment advisory and M&A — under one roof at 150 SE 2nd Ave, Brickell.
Comprehensive accounting, tax planning, and compliance for entrepreneurs and high-net-worth individuals. Proactive strategies that protect and build wealth.
Over $60M facilitated in SBA financing. End-to-end guidance through SBA 7(a) & 504 loan structuring, applications, and closing for growing businesses.
Series 65 registered adviser serving accredited investors with portfolio strategy, alternative investments, and wealth structuring for long-term growth.
Licensed Florida Real Estate Broker with deep expertise in FIRPTA, foreign investor transactions, and commercial real estate tax planning.
Specialized guidance for Latin American and international investors entering the U.S. market — entity structuring, compliance, and banking navigation.
Strategic mergers and acquisitions support — from valuation and due diligence to deal structuring and post-transaction integration for business owners.
David "Max" Hernandez is a published author whose books bridge practical CPA wisdom with the entrepreneurial drive needed to build lasting businesses. Distributed via KDP and Google Books.
A motivating framework for sustaining entrepreneurial identity, resilience, and vision through every stage of growth. Draws on 25+ years of real-world experience helping founders who refuse to settle — weaving biblical business principles with practical strategy.
A practical and empowering guide for founders building real companies while navigating compliance, support systems, and scale. Covers SBA loan strategies, tax elections, entity structuring, and the financial decisions that determine whether businesses thrive or stall.
Historical fiction exploring the rich characters and cultural fabric of Cuba's Republican period (1902–1959). Draws on David's Cuban heritage and education at IPVCE Lenin preparatory school and the University of Havana to bring forgotten figures to life.
Beyond the books, Max leads a business education platform equipping entrepreneurs with the financial literacy, strategic tools, and CEO mindset required to build lasting wealth. Drawing from 25+ years of real-world experience and biblical business principles.
Whether you're an accredited investor, entrepreneur, or international business leader, the first conversation is complimentary. Let's explore how we can build your financial future together.
Your first consultation is complimentary. We typically respond within one business day.
Stay connected for insights on tax strategy, SBA financing, accredited investor opportunities, and the CEO mindset — straight from 150 SE 2nd Ave, Brickell.