Michael Gorman, CFP©

My name is Michael Gorman. I have been a Financial Advisor in the greater Houston area for over 20 years. Shortly after graduating from the University of Houston, I began my career with a small estate planning firm in 1996. From there I went on to work with some of the most well known companies in the industry. Along the way, in 2000, I sat for, and passed, the 12-hour Certified Financial Planner™ exam. In 2017 I attended classes from the National Social Security Association, passing their exam to earn the NSSA designation.

A former instructor for the Adult Financial Education Services, I’ve taught classes on Maximizing Social Security, Creating Your Dream Retirement, How Not to Run Out of Money, Taxes In Retirement, Estate Planning, and Women In Retirement.  Teaching and coaching remain the defining style of my consulting relationships.

Beginning in the summer of 2014, with a desire to avoid the restrictions of being an in-house employee…and allowing for access to the best solutions for clients regardless of company affiliation…I transitioned to independence by starting my own firm and partnering with Liberty Partners and RBC to serve my clients.

In late 2020, as we are adjusting to the Covid-19 times, I determined the time is right to rebrand and rename my business. Keeping my affiliation with Liberty Partners and RBC, I changed the firm name to Gorman Group Complete Financial Planning.  

Bringing in associates when appropriate, (Medicare, Health Care, CPAs, Estate Planning Attorneys, Mortgage, Property Insurance, Realtors, Home Health Care), I want clients to fully understand the logic and reasoning in the decisions we make together…always striving to put more money in their pockets.