THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
2017 Demo Presenters
2017 Demo Presenters
Presented by:
Presented by:
Back To Event Home Page
Michael Goodman, CPA/PFS, CFP®
President, Principal, Wealthstream Advisors, Inc.

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.

Featured In: