Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Seattle
Roles
- Wealth Manager
- Wealth Strategy Group
Vonie Bright, CFP®
Wealth Manager
With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single objective of helping clients achieve their goals. Vonie holds a degree from the Jackson School of International Studies at the University of Washington and has Life, Disability and Long Term Care Insurance Licenses in the State of Washington. She is a graduate of the CFP® Certification Professional Education Program and holds the CERTIFIED FINANCIAL PLANNER™ certification designation. Vonie serves on the board of Little Bit Therapeutic Riding Center.
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.
THE MOST TREASURED THING I OWN
The 100-foot-tall Big Leaf Maple tree in my backyard. The view standing under its gigantic leaf canopy is spectacular!
ONE PIECE OF ADVICE
Goals are accomplished one step at a time. Just focus on the next thing in front of you.
HOBBIES
I love hanging out with my husband, daughter and spunky orange tabby Milo. I also enjoy cooking, traveling, volunteering in the community and trying to stay one step ahead of the weeds in my flower garden.
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.
Recent Article Contributions
October 29, 2024
Long Term Care Planning
Whether you are part of the “sandwich generation” ― caring for both your kids and your parents ― or you are aging yourself, eventually some form of long-term care may be necessary in your family. Morningstar reports that 70 percent of those who turn 65 will need long-term care at some point in their lives, [...]
Contributions from: Vonie Bright, CFP®
November 14, 2023
Bundling Charitable Contributions to Maximize your Tax Benefits
If you’re reading this article, it’s likely you are charitably inclined, value giving back to the community, and attend fund-raising events for the causes most important to you. Now picture this… you are sitting at a table for your favorite annual gala – the time has come to fill out your donation form and write [...]Contributions from: Vonie Bright, CFP®
October 25, 2022
Charitable Gifting Options as We Close Out the Year
The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]Contributions from: Vonie Bright, CFP®