
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
JC
Joe Cervantes
Wealth Manager-Team Lead
EB
EJ Brink
Wealth Manager
KM
Katie Mietus Berntson
Wealth Manager
Thanh Evoniuk
Senior Wealth Management Associate
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RD
Russ Degitz
Principal
Huntington University