Larissa Vidal, CFP®

(Pronouns: she/her/hers)

As a Wealth Manager, Larissa is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Larissa also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. When it comes to working with clients, Larissa enjoys seeing families gain trust and confidence over their personalized plan.

Bringing decades of CERTIFIED FINANCIAL PLANNER™ experience, Larissa has enjoyed collaborating with clients to articulate and prioritize their goals. Prior to joining Coldstream, Larissa worked as an advisor at Merrill Lynch Wealth Management, helping to launch the local Women’s Exchange and the Diversity and Inclusion Committee.

Larissa graduated from Stanford University with bachelor’s degrees in International Relations and Slavic Languages and Literature and received her Master of Fine Arts in fiction writing at Warren Wilson College. After receiving her Certified Financial Planner certification in 2002, Larissa focused on helping her clients gain clarity over major financial decisions and creating plans to enhance people’s lives.

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 son’s piano. It stands directly beside my desk. We got it when my boy started playing during the pandemic.  As a single mom, buying a piano wasn’t something I thought was in our budget, and I am so glad we have it. To our surprise, my son has a gift. He’s a teenager, and I’ve loved hearing him play music, express himself, and grow.

ONE PIECE OF ADVICE

“Show up. Pay attention. Tell the truth. Have no attachment to outcome.” I received this nugget as fiction writing advice, but it seems to work whenever I’m uncertain.

HOBBIES

I love distance running with friends. I’m not fast, but I have ten marathons and two ultra-marathons under my belt. I would love to do more trail running to see new landscapes and eat more snacks.

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.