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Michael E. Goodman, CPA, CFP®, PFS | Email Michael
President
Download Michael’s press picture here
Michael is the President of Wealthstream Advisors Inc., a firm he founded to embrace and deliver a “Total Financial Strategy” for clients. To this end, Wealthstream Advisors offers each client an integrated approach to financial planning with a commitment to the highest standards of quality and integrity.
Michael is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist, and a Certified Divorce Financial Analyst. These professional credentials, along with his disciplined approach to client selection, dedication to providing extraordinary personal service, and investments in firm technology, have enabled Michael to grow Wealthstream Advisors.
In addition to serving clients, Michael believes in the importance of continued learning. He regularly shares his knowledge and experiences with other professionals and the general public through articles, seminars and television appearances. He was recognized for these types of efforts in 2005 with the “Financial Planning Award for Excellence” by CPA Wealth Provider.
Michael holds dual degrees from State University of New York at Buffalo: B.S., Business Administration, Certificate in Finance & Management Information Systems; and B.A., Communication. He lives in Long Island with his wife and two children, and enjoys golf, exercise, music, sports, spending time with family, and learning new things
Associations
Michael is an active member and holds leadership positions in various professional organizations. These include:
- American Institute of CPAs : Financial Literacy Commission, Investment Committee, Personal Financial Planning (PFP) Executive Committee (2008-2010); Advanced PFP Conference Chair 2009-2012; Advanced PFP Conference Committee 2007-2008
- New York State Society of CPAs(NYSSCPA ), Personal Financial Planning Committee; PFP Conference Chair 2006, 2007
- Financial Planning Association (FPA) New York City Chapter
Media Appearances & Publications
Michael is a much sought-after expert by the media for his perspectives on financial planning and the development of wealth. He has been a guest on CBS MoneyWatch; CNBC, FOX Business News; Bloomberg TV, BusinessWeek TV, CNN Financial Network, FOX’s Good Day New York, CBS’s Front Page New York, WNBC-NY Live at Five, WNBC-NY’s News at 6; SmartMoney.com., NY 1 on Money Matters: Divorce Financial Planning, and WOR Radio. His work and opinions have appeared in Money Magazine, Wall Street Journal, New York Post, New York Daily News, New York Times, USA Today, Newsday, FoxBusiness.com, Journal of Financial Planning, Accounting Today, The CPA Journal, Investment Advisor Magazine, CPA Wealth Provider, cpa2biz.com, Private Wealth, InvestmentNews,Wealth Management, American Medical News, WebCPA, Practical Accountant, FPA Solutions, Aspen Publishers’ Distribution Advisor, Blackenterprise.com, Hedgeworld, and The Christian Science Monitor.
Speaking Engagements
Michael is a regular speaker on the topic of financial planning. Notable speaking venues and engagements include: Past Adjunct lecturer: Columbia University, Teachers College; NYU School of Continuing and Professional Studies, Center for Finance, Tax and Law. Presenter: AICPA Personal Financial Planning Conference; NYSSCPA Personal Financial Planning Conference; High School of Economics and Finance, NYC; MoneyPower Conference, NYC. Five-time presenter “Foundations of Finance Workshop,” Federal Reserve Bank of NY.
Community Involvement
Commerce Plaza Inc. (not-for-profit educational program), past president and co-founder
NYC Department of Education Business & Finance Sector Advisory Commission
Advisory Board, Academy of Finance and Enterprise.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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