Our Team

Meet Our Team

Katie Mietus

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Wealth Manager
  • Wealth Strategy Group

Katie Berntson, CFP®

Wealth Manager

(Pronouns: she/her/hers)

As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life. 

It is no surprise that Katie’s favorite aspects of her role are building strong client relationships and working with a team who shares a similar passion. Katie believes it’s the transparency and trust we build with our clients that result in the effectiveness of the services we provide. “Knowing exactly what keeps our clients up at night or just being a friend to vent to about their anxieties is sometimes the best way to help.” 

Katie holds the professional designation of Certified Financial Planner and her Series 65 Uniform Investment Advisor license. She has a bachelor’s degree from State University of New York at Oswego (SUNY Oswego) in Business Administration and a minor in Economics. 

She is passionate about working at a firm that gives back to the community, has women in leadership positions, and opportunity to grow.

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 framed sketch of my grandmother’s house. I was unable to see her or the house one last time after I moved to Seattle, and it reminds me of all the memories my family had there.

ONE PIECE OF ADVICE

Understand your spending. It’s so easy to lose track of expenses and knowing how much you can save will help you and your retirement plan.

HOBBIES

In my free time, I love travelling, camping, hiking, and spending time with my husband and dog. I’m also a reformed picky-eater, and like to try new foods, restaurants, and recipes.

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 8, 2024

    Balancing Act: Women, Work, and Wealth Management

    How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...]

    Katie MietusAlexandra Lambert
    Contributions from: Katie Berntson, CFP®, Alexandra Lambert, Larissa Vidal, CFP®
  • October 26, 2023

    Getting the Most from Your Amazon Benefits

    Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

    Katie Mietus
    Contributions from: Katie Berntson, CFP®
  • August 15, 2023

    Funding Graduate School by Gifting Appreciated Stock

    If you have a student attending graduate school this fall, the tuition payment due date is quickly approaching! Clients who plan on funding all or a portion of the tuition for adult children or relatives often ask what the optimal funding method is – especially if other allocated savings, such as 529 College Savings Plans [...]

    Katie Mietus
    Contributions from: Katie Berntson, CFP®