Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Bellevue

Roles

  • Wealth Manager
  • Wealth Strategy Group

Colby Stirrat, CFP®

Associate Wealth Manager

Colby Stirrat is an Associate Wealth Manager on Team Cervantes. He started at Coldstream as a Private Client Services Administrator, after spending several months in Merrill Lynch’s financial advisor development program!  Colby graduated from Gonzaga University where he earned a Bachelor of Business Administration with concentrations in finance and marketing.  During his time at Merrill Lynch, he quickly acquired the Series 7 and Series 66 licenses.  Colby’s interest for investment management and aptitude for continuous learning has made him a perfect fit within our Coldstream team.

THE MOST TREASURED THING I OWN

My Golf Clubs. I play 2013 Titleist AP2’s which are now outdated in the golf world, but it would take a lot to get me to change!

ONE PIECE OF ADVICE

Measure twice and cut once. Whether it’s a home project or work related, always take the time to review before taking action.

HOBBIES

I’m thankful to be in the Pacific Northwest and enjoy some of the many perks. I enjoy golfing, fishing, playing basketball, traveling, and spending time with friends. 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®
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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®
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