Peter S. Switzer
I am a Financial Professional with the Community Financial Group office in Richmond. I joined my current broker-dealer, now Equitable Advisors, in 2018 and became part of the CFG team in 2020. My main areas of concentration are investments, employee benefits, and retirement planning.
I currently hold my FINRA SIE, Series 7, Series 63 registrations, Life and Health licenses. In 2021 I earned my Certified Retirement Education Specialist (CRES) Designation to better service my clients. Before joining the team here, I spent several years exploring different occupations trying to find a career that was the right fit for me. I soon realized that my favorite part of every job I had was cultivating relationships and helping people. This profession allows me to do that every day with my clients.
I welcome change and enjoy tackling new challenges with my clients. Every day and every meeting is always different. In a world that is constantly changing and evolving, I must change and adapt to something new on a daily basis, which makes this job a great fit for me.
I was an art major in college and a nationally recognized portrait artist in high school. I went to James Madison University on an Art Scholarship and received my B.F.A. In college, I played club golf and I was the assistant captain on the club ice hockey team. With my background, I am a very visual person. It is natural for me to want to help my clients visualize what they can expect in each phase of their lives.
Around the office, I’m described as a quick study and a team player. If there is a colleague who needs help, I take pride in understanding the challenges they’re facing and helping them overcome.
I hail from Richmond, VA, where I also grew up. When I’m not at work, you can find me tinkering around the house doing renovations, painting, watching sports, or working on my golf swing at the course.