Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Seattle
Roles
- Wealth Manager
- Wealth Strategy Group
Elaina Shemeta, CFP®
Team Lead & Wealth Manager
With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them.
A CERTIFIED FINANCIAL PLANNER™ (CFP™) professional, Elaina holds her Washington State Life, Disability, Long Term Care and Variable Annuity insurance licenses and graduated from the University of Washington, Foster School of Business, with dual degrees in Finance and Marketing.
Elaina lives in Seattle with her husband, Mike, and three young children, Alexa, Jordan, and Jackson.
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
Family pictures. I have several printed albums of old family photos in addition to albums for each of my children’s first year of life. I can’t tell you how often we/guests look at these and smile.
ONE PIECE OF ADVICE
I’m adamant about having our clients plan ahead and coordinate with legal, tax, insurance counsel, etc. Waiting until life altering events happen can be enormously distracting, stressful, and often results in a less than ideal outcome.
HOBBIES
I love spending time with my family, traveling, and taking part in a broad range of outdoor activities. I’m also a huge sports fan, have season tickets to Husky football games, and watch every Seahawks game I have the opportunity to catch!
COLDSTREAM SHAREHOLDER
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.
Recent Article Contributions
April 7, 2021
5 Easy Ways to Declutter Your Financial Life
April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room). But what does it mean to declutter your financial life? What ever happened to ”set [...]
Contributions from: Elaina Shemeta, CFP®