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Katelyn Spangler serves as an Associate Wealth Planner for Coldstream. She works closely with clients to create financial plans that meet their unique goals. Katelyn is the primary point of contact for high-net-worth clients and helps prepare for and navigate the unexpected setbacks in life and is committed to instilling confidence into our clients about their financial future. Through her passion of providing personalized customer service, Katelyn is able to dive deep into cash-flow planning and ask the questions clients may have overlooked when thinking holistically about wealth management.
Katelyn holds a bachelor’s in business management from Linfield College. She is a Certified Financial Planner and looks forward to growing her expertise in the financial industry. She is passionate about educating others on financial literacy and being a knowledgeable resource others can look to for guidance.
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.
On any given weekend, you might find me hosting dinner and game night, exploring the Portland dining scene with close friends, or catching the latest Broadway show at Keller Auditorium. I am especially enjoying my new titles at home as wife to my husband, Jared, and mama to my son, Cole.