Michael Kimmel is a Senior Advisor who approaches his role with focus and dedication, knowing his clients depend on him for the health of their financial future. He is the go-to contact for many clients of Wealthstream Advisors, overseeing their portfolios and total financial pictures as they relate to estate, tax and retirement planning, as well as insurance needs. Mike educates clients on their options, providing recommendations and facilitating implementation. He loves getting to know clients and their unique challenges so that he can help find a path around the obstacles they face and discover new ways for them to reach their goals.
Mike has been in the business for over 10 years, and his interest in the financial industry began at an early age. His mother worked as a financial planner for more than 20 years, and watching her help clients and put their interests first inspired Michael to pursue a similar career.
Mike put that knowledge to work when he joined Wealthstream Advisors, after beginning his career as an analyst at a large regional wealth management firm. Over his more than nine years of experience, he has enjoyed building trusting, professional relationships with Wealthstream clients and staff.
Mike earned a Bachelor of Arts in psychology from the University of Michigan and is on the board of directors of the Estate Planning Council of New York City. Outside the office, he enjoys watching sports (especially Michigan football), skiing, playing tennis and reading nonfiction. He is an active supporter of several charities dedicated to cancer research.
Education and Credentials:
- B.A., Psychology (with Minor in Political Science), University of Michigan
- CERTIFIED FINANCIAL PLANNER™ Professional
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.