I’m looking forward to being part of this extraordinary team I think the experience I bring to the table is a perfect fit for Arnerich Massena clients.” Goland is pleased to be joining Arnerich Massena: “I have known Arnerich Massena by reputation, and the firm is highly respected for its depth of investment research and for having excellent client service. Hiring Glen Goland illustrates our commitment to creating a new model of wealth planning services that will better meet our clients’ needs.” His knowledge and expertise of estate and tax planning brings our service capabilities to the next level.” Nute continues, “We are very excited to be the single point of contact for our clients’ complete financial needs, spanning from investment advice to estate planning to donor assistance services. As we build out our wealth planning services to provide a comprehensive service package to our clients, Glen will be a valuable member of that team.
#Goland license license#
He is a former FINRA Series 6, 7, and 66 license holder, and former life, accident, and health insurance license holder.ĭave Nute, CEO, is pleased to welcome Glen Goland to the team. He is a Certified Financial Planner and was previously licensed to practice law in the states of Oregon and Massachusetts. from Suffolk University Law School, cum laude. Previously, he also served as associate attorney for Samuels Yoelin Kantor, LLP, practicing estate planning law, and as law clerk for Squillace & Associates, PC. Prior to joining Arnerich Massena, he served as wealth advisor for Confluence Wealth Management, counseling families and small businesses on all aspects of investment and financial planning matters as a registered investment advisor. Glen Goland has more than 15 years of experience in the financial industry. He will work closely with Arnerich Massena’s wealth management advisory team to provide comprehensive wealth planning services to clients.
Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist.
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