Pierson Zahn

(Pronouns: he/him/his)

As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Pierson aims to anticipate client needs and works to create worry-free solutions for tasks that arise.

Prior to Coldstream, Pierson was a financial planning associate for a small firm based out of Portland, OR. He acted as support for financial advisors, collecting financial documents, inputting and organizing data, ad-hoc projects, and creating deliverables for clients. Pierson is excited to work with our clients to help them achieve their financial goals.

Pierson attended the University of Oregon and earned his Bachelor of Science in Business Administration with a minor in Economics. Pierson holds his FINRA Series 65 license.

THE MOST TREASURED THING I OWN

My specialized road bike. I do quite a bit of cycling, especially in the spring and summer, so I spend a lot of time on my bike. The exercise is nice, but I really enjoy the ability to explore and adventure on a bike.

ONE PIECE OF ADVICE

One piece of advice I always try to remember is to live in the present. I think a lot of life is spent planning for the future, which is necessary, but I think it’s equally important to enjoy the present and what is happening right in front of you.

HOBBIES

I enjoy cycling, golfing, hiking, and traveling. I started cycling a couple of years ago and I have found it’s a great balance of exercise and adventure. I recently took up golf and it’s been a good outdoor activity but also challenging, which I like. When the weather’s nice I also enjoy hiking which is a great way to see new places I haven’t previously been to in the PNW. Lastly, traveling is something that I really enjoy and provides a good global perspective which I believe is important.