Broker Check

RL Farmer Wealth Strategies is Pleased to Announce

March 09, 2023

Loveland, CO,  March 3, 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 and knowledge 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.

 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.