Kristi Panza, CFP®

As a Senior Wealth Management Associate, Kristi works directly with clients to make sure their well-thought-out financial plans are memorialized and achievable. Kristi creates meaningful relationships and utilizes a variety of analytical tools to ensure plans are customized to your specific goals. She continually reviews investment portfolios to confirm they remain in alignment with the agreed upon asset allocation targets and objectives. Additionally, Kristi will help monitor your progress in reaching your short and long-term goals in all aspects of your financial life.

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.