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Glen Goland, JD, CFP®

Senior Wealth Strategist, Senior Investment Advisor, Advisory Services 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.

As Senior Investment Advisor, Glen develops and executes client investment programs and manages client portfolios. He also advises Arnerich Massena clients in financial planning and specialty areas, serving as a technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He develops customized cash flow plans based on in-depth analysis of each client’s unique financial and overall situation, working with tax, insurance, and estate planners to direct the implementation of their strategy. As Advisory Services Manager, Glen oversees projects relating to advisory services.

Glen’s financial industry experience spans more than 20 years, during which he served as 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 in the late 1990s and early 2000s.

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.

Mr. Goland 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 is the father to two young children and is most proud of the work he does to protect the planet those children will inherit. He is the chair of Arnerich Massena’s Sustainability Committee and is instrumental in building investment portfolios that reflect his clients’ values. When not working, Glen can be found paddle boarding with his dog Almond, riding his bmx bike, or playing guitar.