Our Team

Meet Our Team

Kim Rosenberg


  • Wealth Management


  • Portland


  • Wealth Manager
  • Wealth Strategy Group

Kim Rosenberg, CFP®

Team Lead & Wealth Manager

Kim is the Team Lead and Wealth Manager for our Portland team. Under Kim’s leadership, a focus is placed on delivering high-caliber strategy, advice, and service to individuals and families with complex wealth management needs. She uses her expertise in integrating financial planning with investment advice to source and evaluate investments in public and private markets, providing clients with diversified and tax-effective alternatives. Kim customizes her approach with each client to reflect the distinct priorities of each relationship.

Kim is uniquely trained to support and advise clients going through major life transitions, such as divorce, death, inheritance, selling a business, or receiving a windfall. After losing her husband to cancer, she became a widow in 2014 and led her family in a time of grief. Since that experience, she’s committed herself to educating others about how they can take control of their money and helped them build a strategy for financial security and resilience.

Outside of Coldstream, Kim is a leader in the Portland community. She is a Board Member of Transition Projects, which helps people experiencing homelessness find shelter and affordable housing. Kim is a certified volunteer through Family Reach, providing pro bono financial planning advice to individuals, families, and caregivers with cancer. Kim also serves on the board of Jewish Family and Child Services – an organization that ensures essential, life-changing services and supports are accessible to the most vulnerable Oregonians.

Prior to joining Coldstream, Kim was the Managing Principal of Rosenbaum Financial. She earned her Bachelor’s degree from the University of Massachusetts, Amherst. Kim earned an executive certificate in financial planning and financial planning services from the University of Portland Pamplin School of Business.

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.


A good name. That means I strive for a life of integrity; a life of goodness; a life well-lived that inspires others to live well.


Make time to dream. “Without leaps of imagination or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning.” ― Gloria Steinem


I love eating with friends (I do the dishes, they cook), reading, exercising, and presenting workshops to young adults about money.


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

  • August 8, 2022

    How to Support Someone Who Has Lost a Loved One

    Offering support to a grieving relative, friend, or colleague can be difficult for most people. We may be afraid of saying the wrong thing, so we say nothing at all. This can leave the bereaved person feeling isolated and alone. While everyone’s experience of grief is different, there are universal ways of showing support when [...]

    Kim Rosenberg
    Contributions from: Kim Rosenberg, CFP®
  • May 4, 2022

    The Financial Impacts of Divorce

    Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]

    Katie MietusKim Rosenberg
    Contributions from: Katie Berntson, CFP®, Kim Rosenberg, CFP®
  • October 21, 2021

    Embrace the Stages of Widowhood Toward Your New Life

    When we suffer a loss in our life, we experience stages of grief, such as shock, anger, and eventually acceptance. Becoming a widow is a deeply emotional and stressful time for a woman, no matter whether she had time to prepare for her spouse’s death or her spouse passed suddenly. In fact, women often experience [...]

    Kim Rosenberg
    Contributions from: Kim Rosenberg, CFP®