Sim’s experience in the registered investment advisor (RIA) industry began over 10 years ago and ranges across multiple departments. She enjoys servicing high net worth individuals and families with complex needs and providing simplified solutions. Sim aims to develop long-term relationships with clients and assist with their wealth management, financial planning, and tax planning needs.
Sim graduated from Loyola Marymount University with a bachelor’s degree in business administration. After spending a few years in the financial industry, she returned to school to further her education; this time attending the University of California, Los Angeles and earning her Personal Financial Planning Certificate through their CFP Education Program.
With a wealth of knowledge in the RIA industry and demonstrating success across operations management, customer service, and strategic planning, Sim is an essential member of the Coldstream team.
Originally from California, Sim truly loves the city of the Seattle (even the rain and clouds). She appreciates its rich diversity and popular and hidden food spots. Sim loves to travel and explore the arts and culture of the locations she ventures to.
I enjoy cooking and baking! Yes, that delicious smell in my home is coming from my kitchen.
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.