Katie Quick, CFP®
Associate Wealth Planner

katie.quick@coldstream.com | 503.352.1300

As an Associate Wealth Planner, Katie uses analytical tools and analysis to ensure that clients’ financial plans are achievable. She reviews plans’ progress over time and collaborates with Relationship Managers to help monitor, implement, and communicate any changes as goals adjust. Katie believes a great financial plan comes with really getting to know the clients we serve to ensure the plan is personalized, customizable, and can weather market cycle downturns.

Katie is a true problem solver and a math whiz. She graduated from Portland State University Honors College with a double major in economics and French. Katie holds the professional designation of Certified Financial Planner.

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.

HOBBIES

I am an active member of Portland’s Rose City Rollers, a roller derby team. I help mentor new skaters and serve as team treasurer. Out of the rink, I am also a brunch enthusiast and enjoy being outside, usually at the beach or in my garden.

TEAM

Rosenbaum

LOCATION

Portland