Larissa Vidal Email & Phone Number
Wealth Manager @ Coldstream Wealth Management
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Larissa Vidal Location
- Bellevue, WA, US
Larissa Vidal Work
- 2022 -now Wealth Manager @
- 2018 -2022 Financial Advisor @
- 2014 -2018 Chief Strategist and Founder @
- 2012 -2014 Investment Associate @
- 1993 -2009 Senior Financial Analyst @
Larissa Vidal Education
- Warren Wilson College
Master's Degree
2004-2007 - Stanford University
Bachelor's Degree (International Relations and Affairs)
1988-1992 - Stanford University
Bachelor's Degree (Slavic Languages, Literatures, and Linguistics, General)
1988-1992
Larissa Vidal Skills
- Wealth Management
- Investments
- High Net Worth Individuals
- Divorce Wealth Management Planning
- Customized Wealth Planning
- Goals Based Wealth Management
- Holistic Goals based planning approach
- Income Planning
- Estate Planning Strategies
- College Education Planning
- Investment Advice
- Socially Responsible Investing
- Goals Based Planning
- Customized Investment Portfolios
- Retirement and Investing Planning
- Investing for Women
- Values Based and ESG Investing
Larissa Vidal Summary
- Larissa Vidal, based in Bellevue, WA, US, is currently a Wealth Manager at Coldstream Wealth Management. Larissa Vidal brings experience from previous roles at Merrill Lynch Wealth Management, Insight Financial Planning, LLC and Merrill Lynch. Larissa Vidal holds a 2004 - 2007 Master's Degree @ Warren Wilson College. With a robust skill set that includes Wealth Management, Investments, High Net Worth Individuals, Divorce Wealth Management Planning, Customized Wealth Planning and more. Larissa Vidal has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
Detlef Schrempf
Director Of Business Development
Bellevue, WA, US
Tara McDonald
Director of Human Resources
Bellevue, WA, US
Kevin Fitzwilson
Chief Executive Officer
Incline Village, NV, US
Matt Sonnen
Chief Operating Officer
Los Angeles, CA, US
Peter Beeson
Team Lead, Coldstream Risk Management
Bellevue, WA, US
Vonie Bright
CERTIFIED FINANCIAL PLANNER ™, Wealth Manager
Bellevue, WA, US
Bryan Shipley
Chief Investment Officer
Portland, OR, US
Daniels Voyteshonock
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Patrick Corcorran
Managing Director - Investment Banking - M and A
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Roger Reynolds
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Bellevue, WA, US
Erika Yelle
Chief Compliance Officer
Bellevue, WA, US
Joe Cervantes
Wealth Manager-Team Lead
Bellevue, WA, US
Alison Hudders
Director of Marketing
Seattle, WA, US
Elaina Shemeta
Partner and Team Lead and Wealth Manager
Seattle, WA, US
Larissa Vidal
Wealth Manager
Bellevue, WA, US
Josh Harris
President - M and A
Mercer Island, WA, US
Lauren Te
Director of Finance
Kirkland, WA, US
Gunnar Ildhuso
Wealth Manager and Shareholder
Edmonds, WA, US
Garrett Dean
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Erika Allen
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