Our Team

Meet Our Team

EJ Brink

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Wealth Manager

EJ Brink, CFP®

Wealth Manager

 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.

THE MOST TREASURED THING I OWN

A 1955 Baldwin baby grand piano.

ONE PIECE OF ADVICE

Don’t try to prove that you are smart by communicating complexity. Rather, speak in the simplest and most accessible terms that you can, recognizing that simplifying a complex topic is the greatest mark of intelligence.

HOBBIES

I try to keep up with my family’s many activities. I dragged them out mountain biking for years, and now they let me tag along.

Recent Article Contributions

  • June 21, 2022

    ES… What? The Skinny on ESG (Environment, Social and Governance) Investing

    Cancel-culture, sit-ins, social movements, grassroot politics… historically there have been many avenues for people to institute cultural shifts in society. Much of this has been in the public domain, loud enough to generate attention, attract popular press, simultaneously inspire and infuriate differing pockets of the general public. The financial sector has been quieter; taking an [...]

    EJ BrinkChris Chung
    Contributions from: EJ Brink, CFP®, Chris Chung, CFA®