Retirement Planner & Investment Advisor Representative
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