CFP®, ChFC®, AAMS®, CDFA®
Financial Advisor / Member Owner
The best advice ever given to me was, “Strive to be nothing less than magnificent.” In other words, always give nothing but your very best. Good things will come to you if you always believe in yourself and try your hardest.
Financial advisor Michael “Mike” Goldstein shapes comprehensive planning strategies for families and individuals from Savant’s Lincolnshire, Illinios, office. A CERTIFIED FINANCIAL PLANNER® professional, he focuses on wealth transfer, philanthropy, retirement planning, tax-efficient income strategies, insurance evaluations, debt management, and education funding.
Mike has worked in the financial services profession for 25 years. He previously owned Addison Clark Wealth Management, LLC, for 11 years after serving as a financial consultant with Charles Schwab and a financial advisor with Morgan Stanley.
Heavily involved in the financial industry and his community, Mike belongs to the Institute for Divorce Financial Analysts®, the Financial Planning Association, the Buffalo Grove Lincolnshire Chamber of Commerce, the Lake County Bar Association, and the Lake County Estate Planning Council. He holds the Chartered Financial Consultant® (ChFC®) designation, the Accredited Asset Management SpecialistSM (AAMS®) designation, and the Certified Divorce Financial Analyst® (CDFA®) credential. He earned a bachelor’s degree in social science from Florida Atlantic University in Boca Raton.
Mike lives in Vernon Hills, Illinois, with his wife, Michelle, and their twin daughters. He is also the father of two older daughters. He fills his time with travel, flying planes, fishing, baseball, and any chance to be outdoors.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.