Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017.

CNBC names Wealthstream Advisors to list of top 100 wealth management firms for 2015. Click here for more information.

Michael Goodman

Michael Goodman, CPA/PFS, CFP®

President, Principal

Michael Goodman is the Founder and President of Wealthstream Advisors, Inc. As the company’s leader, he spearheads all business development, designs and implements the firm’s strategic direction, and builds and manages client relationships. His passion is helping Wealthstream’s clients articulate their financial goals, then helping them find solutions and build plans in order to reach those goals.

Before starting his own practice almost 20 years ago, Michael held positions at a number of investment banking, accounting and financial planning firms. After graduating from the State University of New York at Buffalo, where he earned degrees in communication and business administration (with concentrations in finance and management information systems), Michael took a position with Bear Stearns in operations. Later, he became an analyst for a real estate developer. Michael then transitioned into accounting, working in the tax and audit department of a midsized CPA firm and later at KPMG.

After gaining experience in a variety of areas within the financial industry, Michael realized he could best serve clients in the way he wanted by striking out on his own. In 1996, he founded the independent practice that would eventually become Wealthstream Advisors. Michael’s goal then—as it remains today—is to embrace and deliver a “total financial strategy” for clients. To this end, Wealthstream Advisors offers each client an integrated and personalized approach to financial planning and investment management alongside a commitment to the highest standards of quality and integrity.

Michael is an active member of the American Institute of CPAs and has held many different leadership positions including:

  • Investment Committee (2012-2015)
  • PFP Thought Leadership Task Force (2014-2015)
  • PFP Media Task Force (2010-2014) Chair (2012-2014)
  • Personal Financial Planning Executive Committee (2008-2010)
  • Advanced Financial Planning Conference Committee (2008-2015) Chair (2010-2014)
  • Financial Literacy Commission (2011-2013)

Michael is also a member of the NYS Society of CPAs and serves on the AICPAs Personal Financial Planning Committee.

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, Jill On Money Radio Show, 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.

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.

Michael is also the Founder and Past President of Commerce Plaza, Inc., a not for profit educational program.

Michael lives on Long Island with his wife and two sons. He enjoys golfing, exercising, listening to music, learning new things and spending time with family and friends. His favorite book is Unbroken by Lauren Hillenbrand.

Education and Credentials:

  • B.A., Communication, State University of New York at Buffalo
  • B.S., Business Administration with Concentrations in Finance and Management Information Systems, State University of New York at Buffalo
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.