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Cfp® Kim Rosenberg

Wealth Manager at Coldstream Wealth Management

  • LinkedIn

My passion is to provide integrated, creative, long-term strategies to help meet the financial planning, insurance and investment needs of my clients. My approach is at all times to put m...

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COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT

  • description Description
    Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Coldstream Wealth Management Org Chart and Mapping

Employees

Ashley Anderson

Senior Client Service Associate

Kyle McMahill

Senior Client Service Associate

Monica Tran

Senior Operations Associate

Jessica Winters

Client Service Associate

Detlef Schrempf

Director of Business Development

Crpc® Darin Sevier

Associate Portfolio Manager

Mark Rosenbaum

Team Lead & Wealth Manager

Frequently Asked Questions Regarding Cfp® Kim Rosenberg

Answer: Cfp® Kim Rosenberg works for Coldstream Wealth Management as Wealth Manager

Answer: Cfp® Kim Rosenberg’s role in Coldstream Wealth Management is Wealth Manager

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Answer: Cfp® Kim Rosenberg works in the industry of: Investment Management

Answer: Cfp® Kim Rosenberg is the current Wealth Manager at Coldstream Wealth Management.... Read More

Answer: Cfp® Kim Rosenberg works Coldstream Wealth Management located at 1 100th Ave Ne, Bellevue, Washington, 99611, United States

Answer: Coldstream Wealth Management's Wealth Manager is Cfp® Kim Rosenberg

Answer: Cfp® Kim Rosenberg contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@rosenbaumfinancial.com

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