- B.A., Communication, State University of New York, Buffalo
- B.S., Business Administration with Concentrations in Finance and Management Information Systems, State University of New York, Buffalo
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant
- Personal Financial Specialist
- Wealthstream Advisors' Leadership Team
- Investment Committee (2012–2015), American Institute of Certified Public Accountants (AICPA)
- PFP Thought Leadership Task Force (2014–2015), American Institute of Certified Public Accountants (AICPA)
- PFP Media Task Force (2010–2014) Chair (2012–2014), American Institute of Certified Public Accountants (AICPA)
- Advanced Financial Planning Conference Committee (2008–2017) Chair (2010–2014), American Institute of Certified Public Accountants (AICPA)
- Tax Strategies for High-Income Individual Conference Committee (2017–2018), American Institute of Certified Public Accountants (AICPA)
- PFP Summit Co-Chair (2016–present), American Institute of Certified Public Accountants (AICPA)
- Insurance Committee (2018–2020), American Institute of Certified Public Accountants (AICPA)
- Member, New York State Society of CPAs (NYSSCPA)
Michael Goodman, CPA/PFS, CFP®, founded Wealthstream Advisors in 1996 based on the notion that meaningful client relationships are at the heart of a firm’s success. As the company’s leader, Michael spearheads the growth and strategic direction of Wealthstream Advisors and perhaps most importantly is responsible for the culture at the firm which has garnered industry accolades for being one of the best RIAs to work for.
A thought leader in financial planning and the development of wealth, Michael has been featured in prominent national media outlets, including CBS News Sunday Morning, CBS MoneyWatch, The Wall Street Journal, FOX Business News, the Jill on Money Podcast and Radio Show, Bloomberg TV, The New York Times, and more. Having formerly served as an adjunct professor at Columbia University and New York University, Michael is known for his speaking engagements and presents regularly at industry events and conferences, most notably the AICPA Personal Financial Planning Conference and the AICPA PFP Summit. As an active member of the American Institute of CPAs and the NYS Society of CPAs, Michael has served on various committees and held several leadership positions.
Michael graduated from the State University of New York at Buffalo with degrees in communication and business administration. After roles in investment banking, finance, and public accounting, Michael decided to use his vast range of experience to serve clients by establishing his own firm.
Michael lives in Long Island, New York, with his wife and two sons. In his free time, he enjoys getting outside, traveling, and meeting new people.
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.
