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Katie Berntson, Cfp® Email & Phone Number

Wealth Manager @ Coldstream Wealth Management at Coldstream Wealth Management
Location: Greater Seattle Area, United States 5 work roles 4 schools
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Current company
Coldstream Wealth Management
Role
Wealth Manager @ Coldstream Wealth Management
Location
Greater Seattle Area, United States

Who is Katie Berntson, Cfp®? Overview

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Katie Berntson, Cfp® is listed as Wealth Manager @ Coldstream Wealth Management at Coldstream Wealth Management, based in Greater Seattle Area, United States. AeroLeads shows a matched LinkedIn profile for Katie Berntson, Cfp®.

Katie Berntson, Cfp® previously worked as Wealth Manager at Coldstream Wealth Management and Senior Wealth Management Associate at Coldstream Wealth Management. Katie Berntson, Cfp® holds Cfp® Certification Education Program, Financial Planning And Services from The American College Of Financial Services.

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Coldstream Wealth Management

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About Katie Berntson, Cfp®

I am a Lead Financial Advisor with Coldstream Wealth Management and deliver expert, comprehensive wealth management to families. By ensuring that our clients are confident in every aspect of their financial life, it frees them to focus on what they care about most.After growing up in a household that did not talk about money and seeing my parents navigate a divorce, I knew I wanted to make a career out of helping people better understand the financial aspects of their lives. Now as a Certified Financial Planner with 7+ years in the industry, the most rewarding part of my job is creating peace of mind for my clients as they navigate life changes and milestones. I believe it is my main goal to make sure clients feel secure and up to speed on their entire financial life. I lean heavily on financial planning tools to make informed investment and tax decisions and serve as the first point of contact for all areas of clients’ finances. I value integrity, transparency, and strive to create long-term relationships with clients and colleagues. Additionally, I am a Coldstream shareholder, co-chair the Philanthropy Committee, am a Team Lead on the Wealth Strategy Group, and assist with the firm's Women in Wealth, DEI&B, and mentorship program initiatives.

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Katie Berntson, Cfp®'s current company

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Coldstream Wealth Management
Coldstream Wealth Management
Wealth Manager @ Coldstream Wealth Management
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5 roles

Katie Berntson, Cfp® work experience

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Wealth Manager

Current
Coldstream Wealth Management

Bellevue, Wa, Us

Lead in the creation of comprehensive financial planning and projections for clientele. Implement and monitor plans for success, rebalance portfolios, assess tax impacts, and head client correspondence.Areas of expertise include: financial planning and budgeting, investment management, tax planning, company benefits, insurance, estate planning, and family needs.Team Lead or member of multiple different committees on Coldstream's Wealth Strategy Group, which helps determine best financial planning practices firm-wide, how to roll out changes effectively, and creation of internal and external marketing materials. Groups include: Company Benefits, Educating Children, College Savings, & Women in Wealth.

Nov 2022 - Present

Senior Wealth Management Associate

Coldstream Wealth Management

Bellevue, Wa, Us

Collaborated with Wealth Managers in the creation of comprehensive financial plans and projections for clientele. Involved in implementing and monitoring plans for success, rebalancing portfolios, assessing tax impacts, and client correspondence.Areas of expertise include: financial planning and budgeting, investment management, tax planning, company benefits, insurance, estate planning, and family needs.Member of multiple different committees on Coldstream's Wealth Strategy Group, which helps determine best financial planning practices firm-wide, how to roll out changes effectively, and creation of internal and external marketing materials. Groups include: Educating Children, College Savings, Company Benefits, & Women in Wealth.Paracle Advisors and Coldstream Wealth Management merged effective 6/1/2021.

Jun 2021 - Nov 2022

Associate Advisor

Paracle Advisors - Personal Financial Management In Seattle Washington

Collaborated with Lead Advisors in the creation of comprehensive financial plans and projections for clientele. Involved in implementing and monitoring plans for success, rebalancing portfolios, assessing tax impacts, and client correspondence. Member of multiple different Financial Planning committees, which helps determine best financial planning practices firm-wide for each section, how to roll out changes effectively, and creation of internal and external marketing materials. Groups include: Cash Flow & Budgeting, Mortgages, Family Needs, Graduating from College, Divorce, and Women & Investing.Additionally coordinated and created marketing / social media correspondence for the company. Paracle Advisors and Coldstream Wealth Management merged effective 6/1/2021.

Feb 2019 - May 2021

Financial Advisor Associate

Ogorek Wealth Management Llc

Williamsville, New York, Us

Supported the Senior Advisors and team in the creation of complex and comprehensive financial projections for clientele. Involved in account maintenance, managing data, client correspondence, and led the custodial relationship with Charles Schwab.

Jan 2018 - Dec 2018

Financial Services Intern

Massmutual

Springfield, Massachusetts, Us

Along with a team of professionals, I offered guidance to my clients to help them reach their financial goals. I was licensed to sell life, accident, and health insurance in the state of New York.

Jun 2016 - Dec 2017
4 education records

Katie Berntson, Cfp® education

Cfp® Certification Education Program, Financial Planning And Services

The American College Of Financial Services

Bachelor Of Science - Bs, Business Administration And Management, General

State University Of New York At Oswego

Education record

Williamsville North High School

Education record

Nardin Academy
FAQ

Frequently asked questions about Katie Berntson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Katie Berntson, Cfp® work for?

Katie Berntson, Cfp® works for Coldstream Wealth Management.

What is Katie Berntson, Cfp®'s role at Coldstream Wealth Management?

Katie Berntson, Cfp® is listed as Wealth Manager @ Coldstream Wealth Management at Coldstream Wealth Management.

Where is Katie Berntson, Cfp® based?

Katie Berntson, Cfp® is based in Greater Seattle Area, United States while working with Coldstream Wealth Management.

What companies has Katie Berntson, Cfp® worked for?

Katie Berntson, Cfp® has worked for Coldstream Wealth Management, Paracle Advisors - Personal Financial Management In Seattle Washington, Ogorek Wealth Management Llc, and Massmutual.

How can I contact Katie Berntson, Cfp®?

You can use AeroLeads to view verified contact signals for Katie Berntson, Cfp® at Coldstream Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Katie Berntson, Cfp® attend?

Katie Berntson, Cfp® holds Cfp® Certification Education Program, Financial Planning And Services from The American College Of Financial Services.

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