Joshua A. Swenson, CPFA^TM

Tenure & Professional Background:

Josh’s career began as an intern during his tenure at the University of Wisconsin Madison in 2005, he joined us full time in January of 2008, and his roles and responsibilities have expanded significantly throughout the 12+ years he has been a part of the RPS team. 

Josh’s multi-faceted roles in the operations and business of RPS include; client and employee communications and support, investment research, selection, monitoring and quarterly investment analysis and reporting, vendor research and relationships, creating and presenting employee enrollment and educational materials, preparation of RFP’s, private client portfolio construction, electronic client communications, financial planning and firm technology support.

Personal:

Josh is married to Cabrina, they have two children, Eden and Henry. Their family likes to hike, camp and travel. Josh is a highly knowledgeable connoisseur of micro and specialty beers and is a quite entertaining participant in RPS team lunches.

Credentials:

• Series 7 and 63 held through IFP Securities, LLC, dba Independent Financial Partners (IFP) 
• Series 66 held through IFP Advisors, LLC, dba Independent Financial Partners (IFP) 
• CPFA^TM

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