Before creating Clarity Investments + Planning LLC with Annette Clearwaters, Michael founded his financial planning and investment firm Wealthstream Advisors, Inc. to deliver extraordinarily personalized service and a “Total Financial Strategy.” The firm develops and executes financial strategies that incorporate investment management, retirement goals, insurance planning, charitable giving, and estate and trust plans in order to help its clients achieve their immediate and long-range goals.
Michael is highly active in the financial community. He believes in the importance of continual learning and sharing knowledge with other professionals and the general public.
A member of the American Institute of CPAs (AICPA), Michael serves on the Personal Financial Planning (PFP) Executive Committee and as the 2009 PFP Conference Chair. He earned a B.S. in Business Administration and a B.A. in Communication from State University of New York, as well as a Certificate in Finance & Management Information Systems.
Michael co-founded and serves on the board of directors of Commerce Plaza Inc., a non-profit program which teaches financial skills to children at the elementary school level.
Michael lives in Long Island with his wife and two children. He enjoys golf, music, cycling, spending time with family, and learning new things.
Media credits include:
Wall Street Journal
American Medical News
The CPA Journal
Investment Advisor Magazine