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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

Matt

Matthew Gordon, CFP®, RLP®

Director of Education

Senior Advisor, Shareholder

Matthew Gordon has spent his entire 25-year career in the financial services industry. As a Senior Advisor with Wealthstream Advisors, he works closely with the firm’s analysts to design and execute financial plans that will position clients to reach their goals. Matt confers with clients and collaborates with their accountants, attorneys and insurance agents to help execute financial planning advice. A self-described “puzzle solver,” Matt enjoys crunching the numbers in order to show clients how implementing a particular strategy could make it feasible for them to achieve even more success.

Before joining Wealthstream Advisors, Matt held leadership positions with a range of companies, including Transamerica, Citicorp Investment Services and Citibank Private Bank. Most recently, he was the director of financial planning for a national wealth management firm for 12 years. There, he grew the company’s financial planning division from its inception to a multimillion-dollar business. He earned a Bachelor of Arts in economics from the University of Michigan and a MBA in finance from Columbia University.

Through his many years in the financial industry, Matt realized that clients are best served by financial advisors who are informed and independent. Joining Wealthstream allowed him to move beyond potential conflicts of interest and to work with clients in an environment where their best interests are always front and center.

Matt, his wife, Elisa, and their two children live in New York City. He enjoys traveling, hiking, cross-country skiing and playing bridge. His favorite book is A Prayer for Owen Meany by John Irving.

Education and Credentials:

  • B.A., Economics, University of Michigan
  • MBA, Finance, Columbia University
  • Adjunct Professor at Baruch College and New York Institute of Finance
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • REGISTERED LIFE PLANNER®

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.