Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Bellevue
Roles
- Client Services
- Wealth Strategy Group
Anthony Higgins, CFP®
Wealth Management Associate
As a Wealth Management Associate, Anthony focuses on ensuring your comprehensive financial picture is in focus. Anthony works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, Anthony aims to anticipate client needs and works to create worry-free solutions for tasks that arise.
Prior to Coldstream, Anthony worked in the wealth management industry for over 4 years, working directly with clients across the PNW, from Lynden to Bellevue. Anthony attended the University of Washington and earned his Bachelor of Science in Economics. Anthony Higgins is a Certified Financial Planner™ professional and is excited to work with our clients to help them achieve their financial goals.
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.
THE MOST TREASURED THING I OWN
A paw print mold of our family’s German Shepherd
ONE PIECE OF ADVICE
Don’t be afraid to take a step back and re-learn something. I’ve learned a lot from seeing how others work and taking pieces that also worked for me.
HOBBIES
Weightlifting, computers, and board games