Cfp® David McIntosh

David McIntosh, CFP®, is a Wealth Manager at Coldstream Wealth Management since August 2015, where the firm provides comprehensive wealth management services to high net-worth clients. Prior to this role, David worked at Fisher Investments from August 2011 to July 2015, first as a Client Relationship Manager for the UK and then as a Senior Client Service Associate. Earlier experience includes serving as a Vineyard Management Associate at Lindsay Creek Vineyards from February 2005 to June 2010. David holds a Bachelor of Science in Finance from the University of Idaho (2007-2011) and a Personal Financial Planning Certificate from UCLA Extension (2015-2016).