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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 SpecialistTM 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