Kim Rosenberg

Kim Rosenberg, CFP® Professional, serves as a Wealth Manager at Coldstream Wealth Management since October 2021. Previously, Kim held the position of Managing Principal at Rosenbaum Financial from June 2008 to October 2021, focusing on customizing portfolios and uncovering unique investment opportunities, particularly in ESG and private partnerships. Kim also worked as a Financial Planning and Investment Advisor, implementing a holistic approach to financial goals through the firm’s 5E Framework. Earlier experience includes serving as an Executive Recruiter at Boly:Welch, specializing in the financial services industry. Kim holds a degree from the University of Massachusetts Amherst and attended the University of Portland Pamplin School of Business in 2018.