Brian Hefele, CFP®

Brian serves as a trusted partner to clients, guiding them through the complexities of wealth management with care and precision. He develops customized financial strategies designed to support long-term success and personal fulfillment. Brian also coordinates closely with each client’s broader advisory team- including legal, tax, and insurance professionals- to ensure a cohesive approach. His commitment is to deliver a financial experience grounded in trust, clarity, and meaningful progress.

Brian enjoys sharing his nearly 30 years of experience with his fellow team members while advising the families they serve, helping those families make smart financial decisions every day. Before joining Coldstream, he co-founded Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. He earned his bachelor’s degree in economics from Boston College. Brian Hefele is a CFP^® certificant who holds his FINRA Series 65 license and has previously held a 66 license. His interest in continuous learning has made Brian a perfect fit within our Coldstream team.

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.

MOST TREASURED THING I OWN

My family.

ONE PIECE OF ADVICE

It never hurts to ask.

HOBBIES

Brian and his wife, Nici, live in Northwest Portland with their children, Quinn and Reese. They are active members of the Multnomah Athletic Club and Columbia Edgewater Country Club. The Hefele family is passionate about youth athletic activities and can often be found cheering at the many athletic fields in the Portland metropolitan area. At the end of a busy day, they make time for a family dinner and a glass of Oregon Pinot Noir.