Founder | Michael Goldman
Michael C. Goldman, M.A., CFP®, founder of Wealth Gathering LLC, is passionate about helping people identify and reach meaningful life goals through wise financial decision-making. Through the dynamic Wealth Gathering program, Michael is able to assist those who often lack access to top-quality, reliable financial advice. Everyday people can now learn to use money to help achieve the life they want because of Michael's knowledge and skills. He enjoys being part of personal transformations where individuals are turning their dreams into reality.
Michael became interested in investing and the social and behavioral influences involved in market fluctuations in high school. While attending University of Texas at Austin, he became a member of the Phi Beta Kappa honor society and completed his honors thesis on the relationship between consumer sentiment and stock market price movements. Michael extended his research at New York University, where he received his master’s degree.
He soon took a position at a small Dallas-based firm that was experimenting with a PC-based expert technology system for hiring and developing talent. For the next 15 years, he was part of the entrepreneurial team that helped develop this system, leading the technology transition that brought it to the Web in 1999. He then spearheaded the expansion of product lines through the development of specialized assessment tools.
Coaching became one of Michael’s specialties. Consulting to companies of all sizes, he helped clients leverage the company’s industry-leading Web-based technology for efficient talent selection and coaching, particularly for leadership and sales roles. His experience included coaching programs for hundreds of executives, managers and professionals at Fortune 500® companies. He also led efforts to localize assessment products for the Korean and Chinese markets and develop international distribution partners.
However, behavioral finance continued to be a strong interest of Michael’s, and soon he began building the organization of his dreams. Wealth Gathering is the culmination of his expertise in behavioral finance, coaching and Web technology.
Michael is a member of the Garrett Planning Network, the premier organization for independent, fee-only financial advisors and planners. He completed the rigorous CERTIFIED FINANCIAL PLANNER™ professional requirements for CFP® certification and now carries the CFP® mark of distinction. Having passed the Series 65 Uniform Investment Advisor Exam, he is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
Michael’s background, knowledge, skills and passion enable him to make a positive, lasting impact. He looks forward to continuing to provide expert guidance to Wealth Gathering members and for the company as a whole.