Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Mercer Island
Roles
- Client Services
Ryan Kingma, FPQP®
Wealth Management Associate
As a Wealth Management Associate, Ryan focuses on ensuring your comprehensive financial picture is in focus. Ryan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through his proactive nature, Ryan aims to anticipate client needs and works to create worry-free solutions for tasks that arise.
Ryan earned his bachelor’s in business administration, with a concentration in accounting and business management from Whitworth University. Prior to Coldstream, Ryan worked as a CPA in public accounting, followed by an accounting consultancy position with a large national firm, where he achieved the level of associate manager and gained experience working with teams across the country on multi-national clients. Ryan holds his FINRA Series 65 license. Ryan is excited to continue his financial career at Coldstream and working closely with the clients we serve.
Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
THE MOST TREASURED THING I OWN
The notepad case my grandparents bought for me as a college graduation present. The stitching and colors are an exact match to the baseball glove I used in college, and it feels like a great representation of who I am, and who I want to be.
ONE PIECE OF ADVICE
Set goals for what you’d like your life to look like in 5-, 10-, and 20-year increments, then think of what choices you can make now to make that life happen!
HOBBIES
Living and dying with every moment of my favorite teams (especially the Seattle Mariners and Kansas Jayhawk Basketball), wake surfing on Lake Chelan, playing guitar, exercising, going to country concerts, and spending as much time with my friends and family as possible.