Tune in to the latest episode of The COO Roundtable! In Episode 68, Matt Sonnen is joined by Rachel Lebowitz, author of “The Empowered COO: Eliminate Burnout, Resentment and Self Doubt as a Second-in-Command” to discuss the essential soft skills of the COO role and why this unique position leads to burnout in so many cases. https://ow.ly/lKGZ50TfpPi #COO #Podcast #RIA
Coldstream
Financial Services
Bellevue, WA 4,042 followers
Financial Services Tailored to You
About us
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2024 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
- Website
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http://www.coldstream.com
External link for Coldstream
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bellevue, WA
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, and Endowments and Foundations
Locations
Employees at Coldstream
Updates
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🍂📚 As the leaves start to change and the school year kicks off, it’s a reminder that the year-end is quickly approaching. Now’s the time to get ahead of your tax planning for 2024! Check out our latest list of tips to help lower your taxes, avoid penalties, streamline your investment portfolio, and achieve your financial goals. https://ow.ly/bWb050Tabpu #TaxPlanning #FinancialGoals #YearEndPrep
Year-End Tax Planning Tips - Coldstream
https://www.coldstream.com
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Congratulations to Danielle Uemura on earning her Financial Paraplanner Qualified Professional™, FPQP® designation! Earning the FPQP designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning. We can't thank you enough for being an essential member of our Coldstream team! #WealthManagement #FPQP #FinancialPlanning
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Being appointed as a trustee is a significant responsibility that demands financial know-how, ethical integrity, and strong interpersonal skills. As a trustee, you’re entrusted with managing assets in the best interest of beneficiaries. Whether you’re overseeing a family, charitable, or corporate trust, these guidelines will help you excel in your role. Discover more in our latest article. https://ow.ly/Fxme50T5p40 #EstatePlanning #WealthManagement #FinancialAdvice
10 Essential Skills for Trustees - Coldstream
https://www.coldstream.com
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Welcome to the team, Henry LeMaster! As a Senior Client Service Associate in our Seattle office, Henry will work with the individuals and families we serve to create financial plans to achieve their short- and long-term goals. #NewTeamMember #RIA #ClientService
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Coldstream is an employee-owned RIA and now has 122 shareholders! We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives. Welcome to our newest shareholders: Thomas E. "Arthur" Coyne, CFA, Bryan Shipley, CFA, CAIA, Danielle McDonald, David Janec, FRM, Glen Goland, JD, CFP®, Heather Hamamoto, CFP®, CDFA®, Jillian Perkins, Katie Hollway, Matt Sampson, CFP®, CEPA, Melody M. Behnke, MBA, CFP, Ryland Moore! #EmployeeOwned #RIA #Independent
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Congratulations to Thanh Evoniuk, CPA, CFP®, on earning her Certified Financial Planner (CFP) designation! Earning the CFP designation is a rigorous commitment to ensure candidates are highly qualified to develop holistic plans for clients' finances. Thanh has been with Coldstream for almost three years and her accomplishment is an embodiment of one of our Coldstream core values - thirst for learning. We can't thank Thanh enough for her being an essential member of our Coldstream team! #WealthManagement #FinancialPlanning #CFP
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Coldstream reposted this
Women discussing business, family, and how hard the fashion industry is on the environment...all while drinking wine and shopping! Say what?! Last week a group from Coldstream joined Founder Ambika Singh and Director Annie Barker on a tour of Armoire. Inspiring to learn about Ambika's vision and grit, and fun to try on "new" clothes that I get to borrow for a month! Katie Berntson, CFP® Dina Liening, CRPC® Toni Mercer Nicole Benson Becky Wilcox, CFA, FRM Alisoune Lee, FPQP®
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Coldstream's philanthropic efforts are 100% employee-driven and reflect a vast array of social causes. This quarter, our cause is Health & Disabilities. One of the charities we're supporting is the American Diabetes Association. Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/g4fDkEka #givingback #ColdstreamCares #philanthropy
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