Joe Cervantes - Email & Phone Number

Wealth Manager-Team Lead at Coldstream Wealth Management

Joe Cervantes is based out of Bellevue, Washington, United States and works at Coldstream Wealth Management as Wealth Manager-Team Lead.

Joe Cervantes's Contact Information

Joe Cervantes's Work email

j*****@coldst***.com

Valid

Latest update

September 19, 2025

Location

Bellevue, Washington, United States

Joe's current employer

Coldstream Wealth Management

Description

With offices in Seattle, Bellevue and Lake Oswego, Coldstream Wealth Management is an independent firm offering comprehensive financial p...

Website

coldstream.com

HQ Location

Bellevue, WA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Coldstream Wealth Management

Frequent questions about Joe Cervantes

What company is Joe Cervantes working for?

Joe Cervantes works for Coldstream Wealth Management.

What is Joe Cervantes's function at Coldstream Wealth Management?

Joe Cervantes is Wealth Manager-Team Lead at Coldstream Wealth Management.

Where is Joe Cervantes based?

Joe Cervantes is based out of Bellevue, Washington, United States.

What is Joe Cervantes's work email address?

Joe Cervantes's professional email address is j*****@coldst***.com

Who are Joe Cervantes's co-workers?

Joe Cervantes's colleagues are Diana Quist, Natalie Straub, Karen Karaica, Emily Richardson, Rachel McCracken, Detlef Schrempf, Mark Pellegrino, Alison Hudders, Josh Harris, Duane Duim, Kevin Fitzwilson, Tara McDonald, Elaina Shemeta, Alissa Wright, Claudina Campbell, Sim Bajaj, Alexandra Lambert, Kelsey Lichttenegger, Corey Dallas, David Powers, Erika Yelle, Kyle McMahill, Ian Curtiss, Richard Merrifield, Davis Karaica, Daniels Voyteshonock, Sheila Powers, Colby Stirrat, Chris Chung, Tristan Mohn, Garrett Dean, Scott Szeman, Jennifer Harrison, Kristi Panza, EJ Brink.

Joe's co-workers

Diana Quist

General Office Coordinator

Natalie Straub

Chief Revenue Officer (CRO)

Karen Karaica

Construction Loan Coordinator for Ascent Capital, a subsidiary of Coldstream

Emily Richardson

Front Office Coordinator

Rachel McCracken

Team Lead and Wealth Manager

Detlef Schrempf

Director Of Business Development

Mark Pellegrino

Team Lead & Relationship Manager

Alison Hudders

Director of Marketing

Josh Harris

Wealth Manager & Managing Director, Corporate Development

Duane Duim

Wealth Manager & Team Lead

Kevin Fitzwilson

Managing Shareholder & Team Lead / Relationship Manager

Tara McDonald

Director of Human Resources

Elaina Shemeta

Partner and Team Lead/Wealth Manager

Alissa Wright

Operations Lead

Claudina Campbell

Relationship Manager - Wealth Planner

Sim Bajaj

Senior Client Relations Associate

Alexandra Lambert

Client Team Operations Manager & Senior Private Client Service Associate

Kelsey Lichttenegger

Client Service Operations Manager

Corey Dallas

Associate Portfolio Manager

David Powers

Portfolio Manager

Erika Yelle

Chief Compliance Officer

Kyle McMahill

Client Service Associate

Ian Curtiss

Associate Wealth Manager & Wealth Planner

Richard Merrifield

Wealth Manager

Davis Karaica

Team Operations Manager and Senior Wealth Management Associate

Daniels Voyteshonock

Private Client Services

Sheila Powers

Compliance Officer

Colby Stirrat

Private Client Service Administrator

Chris Chung

Associate Portfolio Manager

Tristan Mohn

Private Client Service Administrator (Level I)

Senior Client Service Associate

Kristi Panza

Associate Wealth Manager

EJ Brink

Portfolio Manager and Relationship Manager

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