2015 Fall Conference Speaker

Michelle Goldstein

Michelle Goldstein

Michelle, an accomplished financial planner, chose a career in financial planning when a professor in graduate school described the profession as “a marriage of ministry and finance”. She cut her teeth as a trust administrator at JPMorgan Chase and then started her own financial planning firm in 2003.

Michelle is a solo practitioner in Dallas, Texas. Her firm, Goldstein Financial Future, is unique among fee-only firms as it is not an asset management firm. Michelle specializes in problem solving and analysis for her clients for an hourly fee.

Michelle received her MBA in finance from The University of Texas at Arlington and her BS in Psychology from Washington University in St. Louis. She is actively involved in the activities of National Association of Personal Financial Advisors (NAPFA), helped start the first lending circle in Dallas, TX, and is a Rotarian.

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