Shelby DeSiervo, CFP®, CRPS®

As a Team Lead, Shelby implements the firm’s strategic vision with a group of professionals at Coldstream Wealth Management. She works closely with her team to foster an innovative, collaborative and client-centric work environment centered around boutique financial planning for high-net-worth families and individuals.  Her leadership is grounded in commitment to delivering thoughtful, personalized financial guidance that supports each client’s unique success, in being forward-thinking and leveraging the strengths of her talented colleagues.

Before joining Coldstream, Shelby was a Partner at Cable Hill Partners where she advised high-net-worth clients and helped her team drive excellence through her role as Director of Advisory Services. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility.  Shelby earned her bachelor’s degree from the University of Oregon and holds her CFP® and CRPS® designations.

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

Photo books capturing special moments with family.

ONE PIECE OF ADVICE

Team is everything. Always find drive. Care for others, care for yourself.

HOBBIES

Shelby and her husband have two young children and enjoy spending time together and with extended family.  In the summertime they’re often road-tripping on the weekends, travelling around the pacific northwest and likely enjoying a local history podcast.