Anna Shaw, CFP®

(Pronouns: she/her/hers)

As a Wealth Manager, Anna is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Anna also coordinates with a client’s other trusted advisors (CPAs, attorneys, insurance agents) to make sure they are covered across all areas of their financial life. Anna is devoted to helping our clients find fulfillment through financial peace of mind.

Anna began working in wealth management in 2014 and fell in love with the opportunity to help individuals, families, and business owners elevate their quality of life. She joined Cable Hill Partners in 2021 and in 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility.

She earned both her bachelor’s degree in Intelligence & National Security and associate’s degree in Accounting from Point Park University while leading the women’s soccer and basketball teams to multiple NAIA conference tournament appearances. Anna holds her FINRA Series 65 license and her CFP®. Her interest in continuous learning has made Anna a perfect fit within our Coldstream team.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

Photos of my family, friends, loved ones, and pups.

ONE PIECE OF ADVICE

Your character needs to be able to speak for you when you can’t speak for yourself.

HOBBIES

Outside of work, I love spending time learning, cooking, chasing my rescue dogs around the beautiful PNW, and playing pickleball. My community and chosen family are everything to me, so you’ll likely find me watering the relationships that mean the most.