Coldstream Wealth Management
Katie (Mietus) Berntson, CFP®, serves as a Wealth Manager at Coldstream Wealth Management since June 2021, where responsibilities include developing comprehensive financial plans, monitoring client success, and managing client correspondence. Prior to this role, Katie held positions including Senior Wealth Management Associate and Associate Advisor, where collaboration with Lead Advisors was essential in creating and implementing financial strategies. Earlier experience includes a Financial Advisor Associate role at Ogorek Wealth Management and a Financial Services Internship at MassMutual, where Katie gained foundational skills in client management and financial guidance. Academic qualifications include a CFP® certification from The American College of Financial Services and a Bachelor of Science in Business Administration from the State University of New York at Oswego.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”