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

  1. Vice President, Advisor

    EP Wealth Advisors

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Michael C. Goldman — Vice President, Advisor at EP Wealth Advisors in Portland, ME, US | Unifers