Rob Young, CFP®, MBA

As a Wealth Manager, Rob is responsible for helping clients identify and achieve their financial goals. Believing that each person’s needs and priorities are unique, Rob draws on his years of experience in portfolio management and financial planning to help clients understand their options and chart a clear path for the future. Rob also coordinates with a client’s other trusted advisors (CPA, attorney) to make sure they are covered across all areas of their financial life.

Before joining Coldstream, he was a Lead Advisor at Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. Rob earned a bachelor’s degree in English from the University of Washington and a master’s degree in business administration from the University of Portland. He has earned his CFP® designation.

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

Photos of my family, friends, and the places I’ve visited.

ONE PIECE OF ADVICE

“True wealth is experienced as financial independence, where money gives you the freedom to live life on your terms” – Morgan Housel

HOBBIES

Born in Portland, Rob enjoys spending time with his wife and son as well as traveling to the Oregon coast, running, and playing squash.