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Michael Kimmel CFP® | Email Michael
Wealth Manager
As a Wealth Manager and CERTIFIED FINANCIAL PLANNERâ„¢ at Wealthstream Advisors, Inc., Michael Kimmel helps clients address their financial planning needs through the preparation of cash flow analyses, the examination of insurance, tax and estate planning documentation, and the understanding of clients’ goals. Michael is also involved in the research and establishment of the firm’s investment policy, and is responsible for the investment management of client portfolios.
Prior to joining Wealthstream Advisors, Michael served as an Analyst at RegentAtlantic Capital LLC for over 5 years where he gained valuable experience providing high-net-worth clients with financial planning guidance. He also served on both the firm’s Investment Committee and Financial Planning Committee where he was involved in the research, creation and implementation of the firm’s policies.
Michael lives in Manhattan, and enjoys watching and playing sports, traveling, reading, watching movies and being with friends and family. He holds a B.A. in Psychology, from the University of Michigan.
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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