Glen Goland, CFP®, JD

As Wealth Manager, Glen Goland brings his detailed understanding of the wealth planning landscape and combines it with a personal approach to crafting long-term financial plans, providing his clients with the peace of mind that comes from knowing that they are building a lasting legacy. He brings specialized expertise in financial planning, including estate, wealth transfer, and tax planning.

Glen joined Coldstream in 2024, with financial industry experience that spans more than 20 years, most recently as Senior Wealth Strategist and Senior Investment Advisor at Arnerich Massena. Glen also worked as a Wealth Advisor and Registered Investment Advisor for Confluence Wealth Management, as an Estate Planning Attorney with Samuels Yoelin Kantor, LLP, and as an inside wholesaler for a handful of Boston-based mutual fund companies.

Glen is an Eagle Scout and serves on the Endowment Committee of the International School of Portland. He is a former member of the Endowment Committee for the Cascade Pacific Council of the Boy Scouts of America, and at the Oregon Museum of Science and Industry (OMSI), where he helped build out planned giving initiatives and spoke to donors about estate and tax planning issues. Glen volunteers time working with the Oregon Council on Economic Education, where he speaks to groups of Oregon high school students about opportunities in finance.

Glen Goland earned his J.D. from Suffolk University Law School, cum laude. He is a Certified Financial Planner™ and has been licensed to practice law in the states of Oregon and Massachusetts. He is a former FINRA Series 6, 7, and 66 license holder, and former life, accident, and health insurance license holder.

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

I recently purchased a Mike McCready signature edition Fender Stratocaster, a replica of the 1960 Strat that Mike plays in Peral Jam. The guitar sounds incredible, plays like a dream, and looks like it’s been used to tour the world for the last 60 years. It’s the first guitar I pick up every day. An actual 1960 Stratocaster costs anywhere from $40,000 to $100,000, so I’m grateful Fender made such an accurate re-issue at a reasonable price.

ONE PIECE OF ADVICE

Use conservative estimates when planning for future cash needs, as life is almost always more expensive than you think it will be.

HOBBIES

I enjoy time with my kids, which involves lots of Legos and video games with my son and lots of baking and painting with my daughter. When not parenting, I spend my time playing guitar, riding my bike, and hanging out with my dogs. I’ve recently started getting into building guitars and am trying to get myself out to the ocean to surf more.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.