Sawston Announces Wealth Management Specialist Designees

Olympia, WA – April 12, 2022

Sawston Wealth Management, LLC is pleased to announce that Peter Samuelson and Stacey Belser completed a course of study and examination through the College of Financial Planning and earned the Wealth Management Specialist^TM designation.

This designation encompasses the most critical concepts in financial planning and wealth management and requires 16 hours of continuing education every two years. They were required to study the following topics:

Time Value of Money Principles
Measurement of Risk and Return
Asset Allocation Process
Investment Strategies
Tax Implications and Strategies in the Financial Planning Process
Credit and Lending
Insurance Products in Wealth Management
Business Ownership and Planning
Education Funding
Retirement Planning Considerations
Equity Compensation
Estate Planning

Both Peter and Stacey have Series 65 and are investment advisor representatives registered in Washington and North Carolina.

You can view all of the credentials our advisors have HERE