Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax planning and works closely with each client’s professional team (attorney, CPA, etc.) to ensure coordination between investment strategy and estate/tax planning. Vince earned a Bachelor of Business Administration in Accounting from the University of Hawaii and also holds the CERTIFIED FINANCIAL P