Kristi Panza, CFP®

As an Associate Wealth Manager, Kristi is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. As a Client Team Operations Manager, Kristi oversees Client Service Associate functions. Serving as a supervisor and mentor, she works closely with new Client Service Associates during their training process. Kristi is also a liaison for our systems to ensure that our team is ready and able to satisfy the financial needs of the families we serve. She strives to keep up with ever-changing technology, simplify our processes, and continually improve our services.

Kristi holds a bachelor’s degree from Washington State University in Business Administration and Management. She is also CFP and FINRA licensed and earned her Series 65 certification. Kristi has an extensive background in the wealth management industry. Prior to joining Coldstream, Kristi has held roles with the title of Associate Advisor, Senior Portfolio Analyst, and Client Services Associate. She has truly found a passion in building close client relationships and enhancing the lives of others.

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

My wedding ring.

ONE PIECE OF ADVICE

Don’t ever stop learning or growing as a person.

HOBBIES

I very much enjoy cooking, traveling, making craft cocktails, and learning about health and nutrition.