In September, we shared about our Financial Planning Residency Program on the blog. Launched in 2021, the two-year program offers hands-on training and client-facing experience for college graduates interested in pursuing financial planning. If you’ve had client meetings with us over the past year, you’ve likely met one of our residents. Now we have some exciting updates to share!
Sam Wesley began his residency last June and has certainly become an integral part of our team. In addition to his work at Bluestem, he’s been devoting hours of additional time to studying for his Certified Financial Planner® Exam. We’re thrilled to announce that he passed the exam last month! He will now be focused on completing the 4000-hour apprenticeship requirement through his work as a Bluestem resident. Congrats to Sam!
Tim Lee completed his residency in October and has been promoted to Associate Advisor. He has also completed his apprenticeship hours, and is now a Certified Financial Planner®. We’re so glad to have Tim on board, as he has a lot to offer our firm and our clients!
With the robust team we have in place, we have an even greater capacity to bring on new clients. We’ve found that our clients make the best ambassadors for our firm. If you have a friend or a colleague that you think could benefit from our services, we’d love to connect with them. The easiest way to do this is to encourage them to schedule a call through our website.
If you’re curious about what it means to be a Certified Financial Planner®, you can learn more here.