Meet the Team - Coldstream Wealth Management
21616
page-template,page-template-full_width,page-template-full_width-php,page,page-id-21616,tribe-no-js,tribe-bar-is-disabled,,select-child-theme-ver-1.0.0,select-theme-ver-4.2,stockholm-child,wpb-js-composer js-comp-ver-5.4.4,vc_responsive

OUR TEAM

WE WORK AS A TEAM

Our clients’ relationships with us are one-on-one. Personal. Individual. But you always get access to the insight and expertise of a variety of specialists. The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning. Smart and passionate about giving you their very best.

FILTER BY TEAM

  • All
  • Ascent Capital
  • Team Cervantes
  • Team Fitzwilson
  • Team McCracken
  • Team Reynolds
  • Team Shemeta
  • FIT INSURANCE
  • Investment Strategy Group
  • Management
  • Bellevue
  • Board of Directors
  • Lake Oswego
  • Rainier Group
  • Seattle

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®.

Interested in joining
the Coldstream team?