Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Bellevue

Roles

  • Wealth Manager
  • Wealth Strategy Group

Colby Stirrat, CFP®, CIMA®

Associate Wealth Manager

From navigating financial complexities to thoughtful planning, Colby thrives on helping individuals and families take control of their financial journeys – collaboratively. As an Associate Wealth Manager with a passion for tailored strategies, he crafts personalized financial plans that both empower clients in their decision-making process and turn life’s uncertainties into opportunities. He earned his Bachelor of Business Administration with concentrations in finance and marketing from Gonzaga University. Colby obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2022 and the Certified Investment Management Analyst® (CIMA®) certificate in 2025.

Prior to joining Coldstream, Colby gained valuable experience in Merrill Lynch’s Financial Advisor Development Program, where he earned his Series 7 and Series 66 licenses. With a hands-on approach, Colby works closely with clients to simplify complex decisions and provide actionable steps – paving the road for a secure and confident financial future.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute® (the Institute) is the owner of the certification marks CIMA®, and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

THE MOST TREASURED THING I OWN

The most treasured thing I own is our digital coffee table book, which plays our wedding video from Cabo San Lucas in November of 2023. Surrounded by our closest friends and family, it captures one of the most special moments of our lives. It’s incredible to relive those memories, as they are moments that will last a lifetime. A close runner-up would have to be my golf clubs, as I admittedly spend quite a bit of time with them!

ONE PIECE OF ADVICE

Measure twice, cut once. Whether it’s a home project or a financial decision, taking the time to thoroughly assess your options can save you from costly mistakes down the road. In wealth management, rushing into decisions without proper review can often lead to regret. By taking a thoughtful and deliberate approach – reviewing, asking questions, and weighing risks, you set yourself up for more successful outcomes in the long run.

HOBBIES

I’m grateful to call the Pacific Northwest home and love taking advantage of everything it has to offer. In my free time, I enjoy golfing, skiing, playing basketball, and traveling. Most of all, I value spending time with my wife, Rozzi, and our two Russian Blue cats, Rue and Ghost. Whether we’re exploring new places or just relaxing at home and catching up on the latest series, they’re the best company. I’m also an avid Seattle sports fan – Go Hawks!

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • June 11, 2024

    The Importance of an Annual 401(k) Checkup: Keeping Your Retirement Plan on Track

    As financial planners, we often emphasize the importance of regular financial health assessments. Just as you visit a doctor for an annual checkup, your 401(k) deserves a yearly checkup to ensure it’s aligned with your financial goals. A well-maintained 401(k) can significantly impact your retirement readiness, so let’s explore how to give your account the [...]

    Contributions from: Colby Stirrat, CFP®, CIMA®
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  • November 14, 2023

    Uncle Sam, Here I Come

    The 2022 tax period came to an end on October 15th, and we know the last thing you want to think about is our good old friend, Uncle Sam, but hear us out! He extended his stay through October 15th and maybe took more of your time and money than you anticipated. And he’ll come [...]

    Contributions from: Colby Stirrat, CFP®, CIMA®
    READ MORE