Posted February 14, 2023 by MicheleFarmer
RL Farmer Wealth Strategies is pleased to announce that Chase Bellefeuille, wealth manager, was recently awarded the estate planning designation, CES™ (Certified Estate and Trust Specialist™) from the Institute of Business & Finance (IBF).
Loveland, CO, February 14, 2023 - RL Farmer Wealth Strategies is pleased to announce that Chase Bellefeuille, wealth manager, was recently awarded the estate planning designation, CES™ (Certified Estate and Trust Specialist™) from the Institute of Business & Finance (IBF).
“Having watched close relationships dissolve due to a lack of communication, trust, and not having a strategy in place to handle inflows of wealth,” says Bellefeuille. “it is a passion of mine to help families with generational wealth put together a unique strategy that guides them towards creating impactful legacies. I look forward to applying all that I’ve learned to better support my clients.”
This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. CES™ certification requires mastery of different types of trusts, ownership rules, disinheritance, probate, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets.
“With Chase’s experience creating financial strategies for generational wealth; adding this designation shows his continued passion for helping our clients with their estate and trust needs”, stated Dr. Bob Farmer, President & Chief Investment Officer of RL Farmer Wealth Strategies. “Having a wealth manager on our team that understands these unique challenges is something we are very proud to have at our firm.” Congratulations Chase!
ABOUT RL FARMER WEALTH STRATEGIES -RL Farmer Wealth Strategies is a private wealth management firm that provides comprehensive financial strategies and sophisticated portfolio management to individuals, retirees, business owners and associations. We consider ourselves a boutique firm, which means our clients get the personal attention they deserve; there is no getting lost in a big corporation or getting transferred from advisor to advisor. Our clients enjoy the best of both worlds - the wisdom, experience, education, and dedication of an independent wealth strategy firm that has over 23 years’ experience, plus the support of LPL Financial, the nation’s largest independent broker-dealer. This alignment offers our clients extensive, diverse investment portfolios to choose from. www.rlfarmerws.com
Securities and financial planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
ABOUT THE INSTITUTE OF BUSINESS & FINANCE – Founded in 1988, IBF is a non-profit provider of financial education and designations to members of the financial services industry. IBF is the fourth oldest provider of financial certification marks in the United States.
Contact Email | [email protected] |
Issued By | Michele Farmer |
Phone | 9706172707 |
Business Address | 2725 Rocky Mountain Ave Suite 440 |
Country | United States |
Categories | Finance |
Tags | retirement , finances , wealth management , estate trust , financial planning , generational wealth |
Last Updated | February 14, 2023 |