Nina Rose, CFP®
Relationship Manager

Bringing over 10 years of financial services experience, Nina joined Coldstream in December of 2014. Prior to joining the team, Nina was a regional fixed income specialist for Charles Schwab where she traded municipal, Treasury, cash instruments and corporate bonds in addition to building customized income portfolios for high-net-worth clients. Since beginning her career with AG Edwards, she has focused on the fixed income markets. Nina holds the CERTIFIED FINANCIAL PLANNER™ (CFP™) certification designation and has a Bachelors degree from the University of Northern Colorado in Kinesiology.

Nina believes that fixed income markets – which some view as boring and uneventful – are a great focus for her as she loves spending her free time golfing and practicing yoga.

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.

My favorite conversations are the ones where everyone just puts the cards on the table. I’m in my best element when I can be direct, honest, and straight-forward with my clients.

TEAM

Cervantes, ISG

LOCATION

Bellevue 100

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