Michael C. Goldman
Financial Life Planner
- Role
- Vice President, Advisor at EP Wealth Advisors
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Michael C. Goldman
Financial life planner with a background in business psychology and a passion for venture…
Experience
Vice President, Advisor
Nov 2024 — Present · Falmouth, ME, US
Skills
- Performance Management
- Leadership Development
- Investment Advisory
- Data Analysis
- Organizational Development
- Psychology
- Financial Coaching
- Small Business
- Change Management
- Research
- Succession Planning
- Executive Coaching
- Insurance
- Strategic Planning
- Personal Financial Planning
- Coaching
- Management Consulting
- Retirement Planning
- College Funding Strategies
- Talent Management
- Behavioral Finance
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