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Michael C. Goldman, Ma, Cfp® Email & Phone Number

Financial Life Planner at EP Wealth Advisors
Location: Portland, Maine, United States 9 work roles 3 schools
1 work email found @wealthgathering.com 4 phones found area 207 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@wealthgathering.com
Direct phone (207) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Financial Life Planner
Location
Portland, Maine, United States
Company size
138 employees

Who is Michael C. Goldman, Ma, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael C. Goldman, Ma, Cfp® is listed as Financial Life Planner at EP Wealth Advisors, a company with 138 employees, based in Portland, Maine, United States. AeroLeads shows a work email signal at wealthgathering.com, phone signal with area code 207, and a matched LinkedIn profile for Michael C. Goldman, Ma, Cfp®.

Michael C. Goldman, Ma, Cfp® previously worked as Vice President, Advisor at Ep Wealth Advisors and Founding Member at Gather & Give Maine. Michael C. Goldman, Ma, Cfp® holds M.A., Industrial / Organizational Psychology from New York University.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Michael C. Goldman, Ma, Cfp®'s masked contact details.

*@wealthgathering.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael C. Goldman, Ma, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michael C. Goldman, Ma, Cfp®

Financial life planner with a background in business psychology and a passion for venture philanthropy.

Listed skills include Personal Financial Planning, Financial Coaching, Behavioral Finance, Investment Advisory, and 17 others.

Current workplace

Michael C. Goldman, Ma, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Financial Life Planner
torrance, california, united states
Website
epwealth.com
Employees
138
AeroLeads page
Company profile
View company profile Email format
9 roles · 34 years

Michael C. Goldman, Ma, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Advisor

Current
Ep Wealth Advisors

Falmouth, Maine, United States

Nov 2024 - Present

Founding Member

Current
Gather & Give Maine

Maine, United States

A giving circle committed to boosting lesser-known non-profits serving our community in Maine

Sep 2023 - Present

Founder | Executive Director

Gather Financial Planning

Maine, United States

Financial help professional who serves as a trusted partner to everyday people by providing coaching, planning, and support throughout the financial life journey.

Sep 2012 - Nov 2024

Founder | Managing Member

Wealth Gathering Llc

Portland, Maine Area

Wealth Gathering is an online social community designed to help people strengthen their money-management skills and use money to further their life goals. Take a look!

Jun 2010 - Jan 2014

Director, Consulting Services

Assess Systems

Specialties include design and application assessment tools; construction of integrated selection processes; growth and development of talent; use of assessment in organization change; assessment of sales talent

2005 - Oct 2010

Project Manager, Org. Development & Research

The Chase Manhattan Bank

Responsible for bank-wide organizational development and employee opinion survey programs

1994 - 1995 ~1 yr

Project Assistant

Sirota & Associates

Analyzed the results of customer and employee opionion surveys for corporate clients

1993 - 1994 ~1 yr

Assessment Consultant

Assessment Systems Inc., New York

Assessed candidates for stock brokerage and customer service positions using telephone role-play simulations

1992 - 1993 ~1 yr
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

JN James Nevers, Cfp® James Nevers, Cfp® Colleague at Ep Wealth Advisors Kirkland, Washington, United States, United States View → KA Kelly Anselmo Kelly Anselmo Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → NH Nick Hatfield, Cfp®, Cpwa® Nick Hatfield, Cfp®, Cpwa® Colleague at Ep Wealth Advisors Littleton, Colorado, United States, United States View → BM Brock Miller, Mba Brock Miller, Mba Colleague at Ep Wealth Advisors Wellsville, Utah, United States, United States View → LL Lynette Lopez Lynette Lopez Colleague at Ep Wealth Advisors Huntington Beach, California, United States, United States View → JM Jonathon Matson, Crps® Jonathon Matson, Crps® Colleague at Ep Wealth Advisors Phoenix, Arizona, United States, United States View → JC Justin C. Justin C. Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → GB Geo Beltran, Cfp® Geo Beltran, Cfp® Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → EC Elizabeth Cady, Cfa, Cfp® Elizabeth Cady, Cfa, Cfp® Colleague at Ep Wealth Advisors Denver, Colorado, United States, United States View → TB Tina Bolden Tina Bolden Colleague at Ep Wealth Advisors Torrance, California, United States, United States View →
3 education records

Michael C. Goldman, Ma, Cfp® education

M.A., Industrial / Organizational Psychology

New York University

Activities and Societies: Teaching Assistant in Advanced Statistics at graduate level and Psychology at undergrad levelAwarded merit-based.

FAQ

Frequently asked questions about Michael C. Goldman, Ma, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael C. Goldman, Ma, Cfp® work for?

Michael C. Goldman, Ma, Cfp® works for EP Wealth Advisors.

What is Michael C. Goldman, Ma, Cfp®'s role at EP Wealth Advisors?

Michael C. Goldman, Ma, Cfp® is listed as Financial Life Planner at EP Wealth Advisors.

What is Michael C. Goldman, Ma, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wealthgathering.com for Michael C. Goldman, Ma, Cfp® at EP Wealth Advisors.

What is Michael C. Goldman, Ma, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 207 for Michael C. Goldman, Ma, Cfp® at EP Wealth Advisors.

Where is Michael C. Goldman, Ma, Cfp® based?

Michael C. Goldman, Ma, Cfp® is based in Portland, Maine, United States while working with EP Wealth Advisors.

What companies has Michael C. Goldman, Ma, Cfp® worked for?

Michael C. Goldman, Ma, Cfp® has worked for Ep Wealth Advisors, Gather & Give Maine, Gather Financial Planning, Wealth Gathering Llc, and Assess Systems.

Who are Michael C. Goldman, Ma, Cfp®'s colleagues at EP Wealth Advisors?

Michael C. Goldman, Ma, Cfp®'s colleagues at EP Wealth Advisors include James Nevers, Cfp®, Kelly Anselmo, Nick Hatfield, Cfp®, Cpwa®, Brock Miller, Mba, and Lynette Lopez.

How can I contact Michael C. Goldman, Ma, Cfp®?

You can use AeroLeads to view verified contact signals for Michael C. Goldman, Ma, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael C. Goldman, Ma, Cfp® attend?

Michael C. Goldman, Ma, Cfp® holds M.A., Industrial / Organizational Psychology from New York University.

What skills is Michael C. Goldman, Ma, Cfp® known for?

Michael C. Goldman, Ma, Cfp® is listed with skills including Personal Financial Planning, Financial Coaching, Behavioral Finance, Investment Advisory, Retirement Planning, College Funding Strategies, Insurance, and Organizational Development.

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