Katie Berntson
Wealth Manager | Shareholder @ Coldstream Wealth Management
- Role
- Wealth Manager at Coldstream
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Katie Berntson
I am a Lead Financial Advisor with Coldstream Wealth Management and deliver expert…
Experience
Wealth Manager
Nov 2022 — Present · Seattle, WA, US
Education
State University of New York College at Oswego
Bachelor of Science - BS
2014 — 2017
The American College of Financial Services
CFP® Certification Education Program
2018 — 2022
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