Results for:
Peter K. Swisher
Peter K. Swisher
Finance
Versailles, Kentucky
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Expert Details
Pete Swisher, C.F.P., C.P.C., Q.P.A., T.G.P.C., is a leading expert in the U.S. financial services industry, specializing in retirement plans and fiduciary governance. An Echols Scholar with a B.A. in Linguistics from the University of Virginia, Pete holds several certifications, including Certified Financial Planner® and Certified Pension Consultant, along with FINRA Series 7, 24, and 63 licenses.
Currently, as the Founder and President of Waypoint Fiduciary, LLC, Pete focuses on PEP and MEP strategy and implementation. His previous roles include Senior Vice President at Pentegra Retirement Services and Vice President at Unified Trust Company, NA. He also has experience as a front-line producer at Alley Financial Group and a Production Manager at Cintas Corporation. A former Captain in the United States Marine Corps.
Pete’s expertise spans over 20 years in financial advisory, consulting, and sales, providing a balanced perspective on fiduciary, legal, and business aspects of retirement systems.
A previous Expert Challenge Study on Peter K. Swisher revealed:
| Total Challenges | 3 |
|---|---|
| Direct Challenges | 1 |
| Indirect Challenges | 2 |
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