Retirement Planner & Investment Advisor Representative
Empowered Founder
Pete Cymbalak is the founder and Owner of Empowered Financial Management, LLC. Pete is Series 65 licensed, which means that he is solely a fiduciary advisor. Many advisors have additional series licenses in addition to their Series 65, but this only means that they can legally claim to be a fiduciary advisor while legally working under suitability guidelines – therefore, not in your best interests! Pete is proud that not only is he legally obligated to put their interests first, but he also wants to put their interests first. Why would you want to work with anyone who prefers suitability guidelines?
After serving in the Navy, Pete has lived in the Madison area for over 25 years with his wife, Tammy. They have two children – a daughter who has launched several businesses and now lives in Nashville with her husband and growing family, and a son, Caleb, who is a member of the Empowered FM team. In his free time, Pete enjoys getting out on the golf course, photographing nature, and getting out on walks with his two Bernese Mountain Dogs, Thor and Loki.
See this advisor’s status, SEC Advisor Info
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
