Katie Berntson

About Katie Berntson

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 6+ 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, member and Team Lead on the Wealth Strategy Group, and assist with the firm\'s Women in Wealth initiatives and mentorship program.

Experience

1. Wealth Manager

   Coldstream

   Nov 2022 — Present · Seattle, 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: Educating Children, College Savings, Company Benefits, & Women in Wealth.

Education

• State University of New York College at Oswego

  Bachelor of Science - BS, Business Administration and Management, General

  2014 — 2017

• The American College of Financial Services

  CFP® Certification Education Program, Financial Planning and Services

  2018 — 2022