Coldstream Continues Expansion with New Office in Bend, Oregon

We’re happy to announce that we have opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families in the Greater Bend region.

“Our firm is built on empowering our employees to deliver exceptional service to their clients wherever they want to be, and this office will enable us to better support our growing client base in the Bend community,” said Stonich. “We have long worked with this community, and we’re thrilled to have a permanent Bend office to call home.”

Read the full press release here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.