Erika Allen

Erika Allen is a Partner at Coldstream and serves as both Wealth Manager for Coldstream Wealth Management and Partner for Coldstream Tax & Consulting in Seattle, WA. In her current role, she delivers comprehensive financial planning and wealth management, with a particular emphasis on integrating proactive tax strategies into clients' overall financial plans. Erika works closely with individuals and families, specializing in holistic advice that adapts to life's milestones and navigates complex financial circumstances.

With a background spanning two decades in public accounting and wealth management, Erika previously held leadership roles as Senior Manager at Harrison Berkman Claypool & Guard, PLLC—where she focused on family office and CPA services prior to the firm’s merger with Coldstream—and as Senior Audit Manager at Peterson Sullivan LLP, serving nonprofit and public company clients. Her expertise covers asset classes relevant to high-net-worth individuals, including tax-efficient investment strategies and fiduciary consulting for families, nonprofits, and entrepreneurs.

Erika holds both a Bachelor of Arts in Accounting and a Master of Professional Accounting from the University of Washington’s Michael G. Foster School of Business, and is a licensed CPA and Personal Financial Specialist (PFS). She is recognized for translating complex financial, tax, and investment advice into practical guidance, regularly presenting to boards and contributing to client education throughout her career.