Kim Rosenberg, CFP®

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.