Our Team
Meet Our Team
Departments
- Risk Management
Teams
- Risk Management
Locations
- Bellevue
Roles
- Wealth Strategy Group
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
October 18, 2023
Caution: Under and Uninsured Motorist Ahead!
In my last article, “You Can Stand Under My Umbrella,” on the importance of an umbrella policy, we referenced a few exceptional stories highlighting when chaos happens – and how the appropriate insurance coverage can ‘save the day’ and protect assets during such times. We have all seen the ads showing when “life happens” and [...]
Contributions from: Peter Beeson, CAPI
September 7, 2022
Sending Your Child Off to College: A Financial Checklist
Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some 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 [...]
Contributions from: Anne Marie Stonich, CFP®, CPA, Katie Berntson, CFP®, Peter Beeson, CAPI
July 13, 2022
How to Stay Safe During Summer Travel
On my regularly scheduled afternoon bike ride, it was abundantly clear that summer had arrived! The sun was shining bright, Lake Washington was filled with boats, kayaks, and paddleboards, and kids are out of school and playing outside. Summertime has always been synonymous with having fun. It’s a chance to take a break and spend [...]Contributions from: Peter Beeson, CAPI