Our Team

Meet Our Team

Teams

  • Risk Management

Locations

  • Bellevue

Peter Beeson, CAPI

Team Lead

As a Team Lead, Peter uses his vast experience and knowledge to lead the Risk Management team of professionals dedicated to matching insurance to client. Peter is among a select group to be named a Certified Advisor of Personal Insurance by Wharton and Chubb, CAPI. This prestigious program requires agents with the highest level of expertise to understand the total family balance sheet and advise successful clients on their complex risk management and insurance needs. As a 4th generation insurance professional, Peter brings these principles to Coldstream Risk Management.

Peter Co-Founded and was Team Lead of Fit Insurance in 2013. Fit Insurance, now known as Coldstream Risk Management, became an affiliate of Coldstream Holdings, Inc. in 2014. He arrived at the concept of Fit Insurance through his profound passion for cycling and fitness. Before launching the firm, he was an owner and Chief Insurance Designer for Seattle Insurance Agency Inc.

Peter attended both the University of Washington and Wharton, earning the Wharton CAPI Designation, and has been a Certified Insurance Counselor since 1996.

ONE PIECE OF ADVICE

To me, it doesn’t matter whether it’s raining or the sun is shining or whatever: as long as I’m riding a bike I know I’m the luckiest guy in the world. ― Mark Cavendish.

HOBBIES

Whether it’s waking up for his regular 5am Orangetheory Fitness class in Bellevue, trail running, or hopping on his Peloton at home, Peter has used his desire, determination, and commitment to attain his goals.

Recent Article Contributions

evacuation orders: questions you should ask about homeowner's insurance

July 28, 2026

Evacuation Order Level 3: Go Now! 3 Questions You Should Ask About Your Homeowner’s Insurance Before This Happens to You

What’s in this article: How much insurance do I have on my home? Do I have building code and ordinance coverage? What is my flood insurance policy? Be prepared before the emergency happens When Level 3 evacuation orders are issued, residents are mandated to go – now! Level 3 indicates urgent, extreme danger and immediate [...]

Contributions from: Peter Beeson, CAPI

January 1, 2025

Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your child may be focused on orientation and choosing courses, there are important financial considerations that accompany this change as well. Some are administrative items for you to consider, such as getting legal documents in order, paying expenses from a 529 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA, Katie Berntson, CFP®, Peter Beeson, CAPI

December 4, 2024

Prepare for the Unexpected, and the Unexpected Won’t Catch You Unprepared: Protecting your home and property

It’s no fun to think about the potential disasters that can befall your family, but there is something to be said for the peace of mind you can achieve by knowing that you are well protected. At Coldstream Risk Management, we want to make sure you are aware of dangers so that you can insulate [...]

Contributions from: Peter Beeson, CAPI