Coldstream Wealth Management
Katie Berntson, CFP®, is a wealth manager at Coldstream Wealth Management with prior experience as a senior wealth management associate. Previously, Katie served as an associate advisor at Paracle Advisors in Seattle, Washington, and worked as a financial advisor associate at Ogorek Wealth Management LLC. Katie began their career as a financial services intern at MassMutual. Katie holds a Bachelor of Science in Business Administration and Management from the State University of New York at Oswego and completed the CFP® Certification Education Program at The American College of Financial Services.
This person is not in the org chart
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.”