Anna Shaw

Wealth Manager

Anna Shaw, CFP®, is a dedicated wealth manager currently at Coldstream, specializing in empowering professionals to build wealth with pride. With over five years of experience in financial services, Anna previously served as an investment counselor and client services associate at Fisher Investments before becoming a lead advisor at Cable Hill Partners from 2021 to 2024. Educated at Point Park University, Anna holds both a Bachelor of Science and an associate's degree. Passionate about education and mentorship, Anna actively engages in coaching others while maintaining an unmatched work ethic and positive attitude.

Location

Portland, United States

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