Matt Sampson, CFP®, CEPA®

Matt Sampson prides himself on ensuring his clients are in tune with the ever-changing wealth planning and investment landscape. As a Wealth Manager, Matt provides clients with investment guidance and advises in financial planning areas such as equity compensation, retirement, strategic gifting, tax planning, and exit strategy planning. He develops customized, in-depth analysis of each client’s unique financial situation and partners with their professional advisory team (often tax, estate, and insurance advisors) to implement their strategy.

Matt came to Coldstream in 2024 with more than ten years of experience in the financial industry. Most recently, he served as Senior Investment Advisor at Arnerich Massena. He previously worked as a Financial Planner with Ferguson Wellman Capital Management and First Republic Bank, as well as working in a client advisory capacity with Brighton Jones and Summitry Wealth.

Matt earned his bachelor’s in finance from San Jose State University. He is a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA®), a credential demonstrating expertise in engaging with business owners around growth and exit strategies, helping to build more valuable companies and have stronger long-term financial plans.

He is a member of the Rotary Club of Portland, serving on the trust budget committee. He is also involved with the U40 (under 40) program, which exists to help service-minded and leadership-focused professionals develop the skills to become the next generation of Portland leaders in business and philanthropy. Matt also serves as an ambassador board member for College Possible Oregon, whose goal is to make college admission and success possible for low-income students through an intensive curriculum of coaching and support.

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 Certified Exit Planning Advisor (CEPA^®) credential is issued by the Exit Planning Institute.

THE MOST TREASURED THING I OWN

Fully digitized Hi8 and VHS tapes from my childhood.

ONE PIECE OF ADVICE

Be open to not being the smartest person in the room. That usually means you’ve selected an incredible room.

HOBBIES

Golf, baseball, college football, Formula 1, hiking, camping, boating, reading, traveling, fine dining, and gymnastics with my daughters.

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.