Joshua A. Swenson, CPFA®

Tenure & Professional Background:

Josh’s career with RPS began as an intern during his studies at the University of Wisconsin-Madison, where he gained valuable hands-on experience and began building a strong foundation in the financial services industry. After college, Josh transitioned into a full-time role at RPS, where his responsibilities have grown significantly. His diverse skill set and ability to adapt to new challenges have enabled him to take on a wide range of roles that contribute to the company's success.

Josh’s key responsibilities include conducting thorough investment research for RPS’ clients, providing valuable insights into client portfolios and investment strategies, and managing vendor research and relationships. In addition, Josh plays a primary role in providing employee enrollment and education programs, helping clients and their employees understand the value of their benefits, and making informed decisions relative to their retirement planning. He is also involved in managing private client portfolios, meeting with, and supporting these relationships over time. Through his diverse roles and expertise, Josh has become a key asset to the RPS team, contributing to the firm’s growth and success.

Personal:

Josh is married with two children. Their family likes to hike, camp and travel, and he is a highly knowledgeable connoisseur of micro and specialty beers.

Credentials:

• Series 7 and 63 are held through IFP Securities, LLC, dba Independent Financial Partners (IFP)
• Series 66 held through IFP Advisors, LLC, dba Independent Financial Partners (IFP)
• Certified Plan Fiduciary Advisor (CPFA®)

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