EJ Brink, CFP®

 As a Wealth Manager, EJ works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. He has a hand in daily client work which helps keep his perspective grounded in the client experience. He also coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life. 

Prior to joining Coldstream, EJ was a Co-Founder at Paracle Advisors. In 2004, the wealth management landscape was focused primarily on serving the needs of ultra-high net worth clients. There was a gap in service between what those with moderate wealth were receiving, compared to those with massive wealth. EJ along with co-founders Josh Harris and Anne Marie Stonich combined to form a firm with the goal to better serve families with more moderate wealth, focusing on providing financial planning first, and allowing that planning to drive investment decisions. 

Throughout his career, EJ has enjoyed getting to know a wide variety of people and understanding how his job can help families meet their unique financial goals. Exploring possibilities and putting all the pieces of the financial puzzle together is extremely rewarding work. EJ believes the best moments are when clients exclaim, “this financial stuff finally makes sense!” 

“The best part of being on our team is having a genuine desire to help families that have trusted us to serve them. While there are many different skills and styles amongst our team members, a desire to help people is a unifying element for our entire 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.