Michael Gorman

Education

Michael J. Gorman received his B.A. from Boston University. He received a graduate certificate in personal financial planning, awarded with distinction, from the University of California, Berkeley.

 

Experience

Mike founded and ran a successful business in San Francisco for sixteen years and was president of several small business and trade associations. He joined Wiiken & Gorman in March 1999. In January 2015 Wilken and Gorman joined forces with Creekside Partners.

 

Mike is an Investment Adviser Representative registered with the SEC. He is licensed by the Certified Financial Planner Board of Standards and is a full member of the National Association of Personal Financial Advisors (NAPFA). In addition, Mike has passed the Series 7 Exam as a General Securities Representative, offered by the National Association of Securities Dealers.

 

Accomplishments and Memberships

Mike occasionally teaches classes on investing at the Santa Rosa Junior College. Mike has served on the Board of Directors of the Sonoma County Public Library Foundation and was Treasurer and chair of the investment committee. He is currently on the Board of Directors of the Petaluma Arts Center; he manages their investment portfolio. He has been married for 39 years and has two grown sons. Mike is an avid golfer, an artist and enjoys outdoor activities and reading.

 

Both Paula and Mike regularly attend the monthly meetings of the Northbay Study Group, eleven local fee-only planners dedicated to staying abreast of financial planning issues. In addition Mike and Paula attend conferences given by the Financial Planning Association and the National Association of Personal Financial Planners. We earn a minimum of 30 continuing education credits per year each.