Photo of Colten Christianson
Colten Christianson
Principal
National Practice Leader, Business Owners
CFP®

Industry Expertise

Biography

Colten has worked in finance since 2011. Coming from a family business himself, he works closely with business owners and their families to prioritize their goals and develop customized wealth management solutions for his clients with complex needs.

Colten assists owners through every stage of the business lifecycle; from owning and operating the business to transition periods. He specializes in business transitions, estate and wealth transfers, and philanthropic planning.

Colten takes a holistic approach to creating thoughtful financial plans and offering investment management expertise. He also provides corporate fixed income portfolio management for businesses.

Education

  • BS, business and economics, Westmont College

Insights from Colten Christianson

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.