Coldstream employee Janice Tina Dsilva earned her Certified Financial Planner (CFP) designation after completing a rigorous commitment to ensure candidates are highly qualified to develop holistic financial plans.
Public source
Publisher name
Public post
Congratulations to Janice Tina Dsilva, CFP®, on earning her Certified Financial Planner® (CFP®) designation! Earning the CFP® designation is a rigorous commitment to ens…
Company
Coldstream
- Industry
- Financial Services
- Location
- Bellevue, US
- Company size
- 201–500 employees
About Coldstream
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
See moreLatest activity
Latest activity from Coldstream
8 signals
People
Coldstream completed an engagement for Coldstream Capital Partners
Operations & Supply
Coldstream closed its office on Monday, September 7th in observance of Labor Day.
Operations & Supply
Coldstream helped construct a tiny home at The Hope Factory for Sound Foundations NW, filling its walls with messages of encouragement and hope for future residents.
Discover more
Similar signals
Similar public activity from other companies.
People
Johnson Investment Counsel
Johnson Investment Counsel employee Portfolio Manager Assistant Ana Lucia Huff earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
People
Morgan Stanley
Morgan Stanley congratulated Michael Martell on his CERTIFIED FINANCIAL PLANNER™ certification.
People
Freedom Wealth Advisors
Freedom Wealth Advisors celebrated the achievement of Matt Nichols, CFP, CEPA, RICP, CLU, ChFC, and Private Wealth Advisor, who earned his Certified Exit Planning Advisor (CEPA) designation.
People
RHP Wealth Management
RHP Wealth Management employee Iris Yang celebrated her 1-year work anniversary with her passing her CFP while working full time.
People
Petersen Hastings Wealth Advisors