Krista Charlton, CFP®

(Pronouns: she/her/hers)

As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true “people person”, Krista loves deepening her relationship with clients and helping them navigate the many phases of achieving goals, providing peace of mind, and providing fulfillment through financial planning. She enjoys listening to people’s stories and discerning how important life events might shape their financial plan. Krista firmly believes, “People don’t stand still, so neither should their plan. An exceptional plan is one that evolves with the person it serves.”

Krista has over 15 years in the wealth management industry. Prior to joining Coldstream, she worked at Bellevue Asset Management in Bellevue, WA, and Ascent Capital Management in Bend, OR as an advisor. She earned her bachelor’s degree in business administration and finance from the University of Phoenix. Krista has obtained her CFP® certification.

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

Time spent with family and friends.

ONE PIECE OF ADVICE

Never stop reading new things.

HOBBIES

My three kiddos and my husband are my heart and soul. When we aren’t watching our oldest in sports, or renovating our property, the five of us like to ride bikes, hike, enjoy the lakes during the summer, and snowmobile during the winter. You’ll catch us in Mexico 1-2 times a year at the beach as a family. Traveling, cooking and spending time with family are my favorite things to do.