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David C

CFP®, Series 66

Scottsdale, AZ

Coldstream Wealth Management

David Christian is a CFP® professional with 14 years of industry experience. He has worked primarily at Coldstream Wealth Management since 2025 and previously spent 11 years at Cable Hill Partners, LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner Professional Athlete
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