Jewels Oliquiano, CFP®

As a Senior Wealth Management Associate, Jewels works side-by-side with Wealth Managers and Portfolio Managers to ensure our clients financial picture is in focus. Jewels enjoys building personal relationships with the families we serve and understanding their short- and long-term goals. She memorializes those goals and creates a plan to ensure they are achievable. Her primary goal is to serve as an advocate for our clients and formulate worry-free solutions.

Jewels graduated from Western Washington University with a Bachelor of Arts degree in Finance and Minor in Economics. Prior to joining Coldstream, Jewels worked as an Associate Advisor Analyst with Brighton Jones. She holds her FINRA Series 65 license and is a Certified Financial Planner. Jewels looks forward to continuing her education in the wealth management industry.

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

Photos. I love looking back at old memories, and I often look back through family photos when I miss them.

ONE PIECE OF ADVICE

Any talented person can be successful, but what separates the good from the great is an individual’s ability use those talents on a cause greater than themselves.  Helping people is the reason I pursued a career in financial advising. Knowing that I’ve made a difference in someone’s life is what makes my job truly fulfilling.

HOBBIES

I’ve always been active person! The types of activities I participate in seem to be very dependent on where I am. For example, back home in Hawaii I love diving and going to the beach. Since moving to the PNW, I’ve picked up snowboarding, rock climbing, hiking, backpacking, and going for long walks on those sunny days. A fun fact about me is that I pole vaulted for my university’s track and field team.

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.