Advisor at Coldstream Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coldstream Wealth Management
Location
Portland, OR 97205
Credentials
CFP®, Series 66
Industry experience
13 years
David Christian is a CFP® and holds a Series 66 license, with 13 years of experience in the financial advisory industry. He joined Coldstream Wealth Management in 2025 after spending 11 years at Cable Hill Partners, LLC. He is based in Portland, OR. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs about 165 advisors, offering a range of portfolio management and financial planning services supported by team-based investment guidance and access to diverse alternative investment options.
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Flat fees may be charged for financial planning services; fees are negotiable based on complexity and scope.
Hourly fees are charged for certain advice not directly related to managed accounts; fees are negotiated individually.
Account minimum: $10,000 Minimum fee: Minimum management fee for private wealth management is $10,000; Family Office management minimum fee is $150,000; minimums may be waived at Coldstream's discretion.
1155 Sw Morrison St
Portland, OR 97205
Oregon
Coldstream Wealth Management
2025 - Present (1 year)
Cable Hill Partners, Llc
2014 - 2025 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lake Oswego, OR
Davidson & Watson Financial
Series 63, Series 66
Beaverton, OR
Scout Asset Management
CFP®
Portland, OR
Empowering Finance, LLC
At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/
CFA®
Lake Oswego, OR
Boz & Company LLC
CFA®, Series 63
West Linn, OR
JPS Global Investments, LLC
Series 63, Series 65
Portland, OR
Ravensview Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")