Alex Pear Rosenberg, FPQP™

(Pronouns: she/her/hers)

As a Wealth Management Associate, Alex aids clients with time sensitive tasks and processes client-directed requests. Alex makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Alex is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.

Alex graduated from the University of Oregon with a Bachelor of Science in Political Science. During her time at university, she was an active member of the student association and fraternity and sorority life. Prior to joining Coldstream, Alex continued her involvement with the Alpha Chi Omega Fraternity, Inc. as an Assistant Director of Chapter Operations and Chapter Consultant.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

MOST TREASURED THING I OWN

A small, glass, green bird my grandmother left me when she passed away. We lived in different states, but even with this distance my family traveled to Michigan at least four times a year to visit her. I remember seeing the bird during each visit, so it reminds me of the amazing time we spent together!

ONE PIECE OF ADVICE

You can never be over-prepared for anything!

HOBBIES

I love hosting friends and family for dinner and Sunday brunches, reading, traveling to new and familiar places, being outdoors, and visiting local farms to pick fresh veggies.