
Elaina Shemeta
Partner and Team Lead, Wealth Manager
Coldstream Capital Management Inc
United States, Washington, Seattle
About Me
With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them. A CERTIFIED FINANCIAL PLANNER™ (CFP™) professional, Elaina holds her Washington State Life, Disability, Long Term Care and Variable Annuity insurance licenses and graduated from the University of Washington, Foster School of Business, with dual degrees in Finance and Marketing.
Profile Information
Partner and Team Lead, Wealth Manager
Coldstream Capital Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Seattle
Washington
United States
May 16, 2024
More profiles to browse
NB
Norman Bell
Wealth Manager
Thanh Evoniuk
Senior Wealth Management Associate
DP
David Powers
Portfolio Manager
Kim Rosenberg
Wealth Manager
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc