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Michael E. Goodman, CPA, CFP®, PFS | Email Michael
President
Download Michael’s press picture here
Michael is president of Wealthstream Advisors Inc., the business he founded to employ a caring and total financial planning approach to wealth and investment management. The mission of this approach is to meet the high standard of quality and service his clients deserve and expect. His professional credentials include:
- Certified Public Accountant
- Certified Financial Plannerâ„¢ professional
- Personal Financial Specialist
- Certified Divorce Financial Analyst
In addition to extraordinarily personalized service, specialization, and a very disciplined approach to client selection, the wise investments Michael has made in his company’s technology have led to the growth of the firm.
Michael is highly active in his field. Beyond serving clients, he believes in the importance of continuing to learn and sharing his knowledge and experiences with other professionals and the general public. Regularly consulted for his insight in the fields of financial advice, planning, and continuous wealth management, his work and opinions have appeared nationwide.
Michael, his wife, and two children reside in Long Island. He enjoys cycling, golf, music, spending time with family, and learning new things.
Education
Dual degrees from State University of New York at Buffalo: B.S., Business Administration, Certificate in Finance & Management Information Systems; and B.A., Communication.
Associations
- American Institute of CPAs (AICPA): Personal Financial Planning (PFP) Executive Committee; PFP Conference Committee 2007, 2008; PFP Conference Chair 2009 and 2010; Media Relations Committee
- New York State Society of CPAs (NYSSCPA), Personal Financial Planning (PFP) Committee; PFP Conference Chair 2006, 2007
- All-Star Financial Group, LLC, President and Past Secretary
- Estate Planning Council of New York City (EPC NYC)
- Financial Planning Association (FPA)
- Association of CPA Financial Planners (ACPAFP), Board of Directors
Community Involvement
- Commerce Plaza Inc. (not-for-profit educational program), past president and co-founder
- New York City Department of Education Business Education Advisory Commission
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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