Mark Rosenbaum Email & Phone Number

I started in the financial services industry over 45 years ago and have enjoyed being part of the profound changes that have occurred in this industry. In 1982, my father, Fred Rosenbaum, and I ventured out to start Rosenbaum and Associates. We continued growing our business in the Portland area and eventually became Rosenbaum Financial. In 2021, Rosenbaum Financial merged with Coldstream Wealth Management. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We have been recognized as a top independent RIA firm in the Pacific Northwest. The overriding factor to our growth has always been our shared commitment of unparalleled comprehensive wealth management service to our clients. The team of nine which oversees our Portland office was chosen based on their desire to provide exceptional service and enhance people’s lives. Our advisors are fiduciaries, meaning we act in the best interest of our clients when providing financial advice. This financial advice involves sourcing and evaluating investments in the public and private markets to obtain diversified and tax effective investment alternatives.Additionally, all members of Team Rosenbaum have a desire of giving back to the community. My father, Fred Rosenbaum, was known for his philanthropic efforts and being an active member in various community boards and organizations. It has been an honor to carry out his legacy and continue supporting many of the community organizations and causes that were near and dear to his heart.

Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Investments, and 8 others.

• 

  Lewis & Clark College