George interned for Coldstream Wealth Management for two summers while in college at Chapman University. Following college, he began working for an Independent RIA in Bellevue and after a year and a half, came upon a unique opportunity at Coldstream, and decided to join our team. George Jr is the son of Seattle Team Lead George Pierce.
As Private Client Services Associate, George helps facilitate activities in the office as well as offers support to the Portfolio Managers and Relationship Managers. He enjoys learning more about financial management and is excited to work with a team whose array of experience will provide a fantastic learning opportunity.
George Jr. is a CERTIFIED FINANCIAL PLANNER™ (CFP™), has passed the Series 65 exam, and earned a bachelor’s degree in Business Administration. In his free time, he enjoys cars, mountain biking, dogs, economics, golf, and basketball.
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.