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.
Glen 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. He also serves as investment advisor, developing and executing client investment programs and managing client portfolios.
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 and as an estate planning attorney with Samuels Yoelin Kantor, LLP.
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 Cascade Pacific Council of the Boy Scouts of America. He is a former member of the Fundraising Committee at the Oregon Museum of Science and Industry, where he helped the team at OMSI build out their planned giving initiative and spoke to donors about estate and tax planning issues.
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, is instrumental in building investment portfolios that reflect his clients’ values, and does everything he can to support his wife in her career permitting and building wind farms and solar projects.