CoverProfile

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
DS
Darin Sevier
Associate Portfolio Manager
Profile Photo
Chris Chung
Associate Portfolio Manager
Profile Photo
Michelle Decaire
Client Team Operations Manager

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC