2019 Fall Conference Speaker
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 a local study group leader for NAPFA, serves as a board member for her local, Dallas Rotary chapter, and has sung in her congregational choir for roughly 25 years.
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 a local study group leader for NAPFA, serves as a board member for her local, Dallas Rotary chapter, and has sung in her congregational choir for roughly 25 years.
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