Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Portland
Roles
- Wealth Manager
- Wealth Strategy Group
Katelyn Spangler, CFP®
Wealth Manager
With 10 years of experience in private wealth management, Katelyn specializes in creating tailored financial plans for busy parents and corporate executives. Understanding their demanding schedules, she simplifies complex wealth planning and provides clear, actionable steps to help clients take control of their financial futures.
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, Katelyn’s direct and value-focused approach provides the clarity and peace of mind her clients need. Whether it’s protecting family wealth, planning for retirement, or optimizing complex financial opportunities, she prides herself on helping clients move from planning to execution, ensuring they stay on track as they build and protect their wealth.
Holding a bachelor’s in business management from Linfield College (now Linfield University), Katelyn is also an advocate for women in finance. She serves on the advisory panel for the Linfield University Women in Leadership certificate program, and she’s proud to work for a firm that promotes leadership and career growth for women in the financial 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.
MOST TREASURED THING I OWN
Jewelry that has been passed down from each of my grandmothers. Each piece represents their individual styles, reminds me of their personalities and their love for beautiful things.
HOBBIES
My husband Jared and I stay busy raising our two boys: Cole and his baby brother Dean. We love going on walks and bike rides to the local park or finding a swimming pool in the summertime. Our family’s happy place is Hawaii – we try to visit once a year! Personally, I love getting together with friends to see the latest Broadway show at Keller Auditorium, a country music concert or to explore Oregon’s beautiful wine country.
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
March 10, 2025
Financial Preparedness for Families: What information should everyone in the family know?
Who manages the finances in your family? Do you share the responsibilities in your household, or is one individual mostly in charge? While every family is different, it’s not unusual to have a single person take the lead in managing the money for a family, often covering everything from budgeting to investing to estate planning. [...]
Contributions from: Katelyn Spangler, CFP®, Noel Sanchez, CFP®, Thanh Evoniuk, CPA, CFP®, MSF
January 24, 2025
How to Decide When to Pay Off Debt or Invest
Let’s face it: monthly debt payments can feel overwhelming, right? If you chat about it with anyone, chances are you’ll find someone who understands. Many of us carry debt, whether it’s from student loans, a car loan, or personal loans. The interest rates can vary greatly depending on when you took on the debt and [...]Contributions from: Katelyn Spangler, CFP®
April 15, 2024
5 Key Players in your Estate Plan
When most people decide to start their wealth management journey, the shiny object in the room is always financial planning – and we get why! Nothing beats seeing your years of savings, short-term goals like that once-in-a-lifetime trip, and long-term goals like early retirement, all in one place and your advisor confirms your financial plan [...]Contributions from: Katelyn Spangler, CFP®