Pegler  Swift,  CFP<sup>&reg;</sup> - Financial Advisor

Pegler Swift, CFP®

ChFC®, RICP®

Financial Advisor

Westbrook Planning Group LLC

857 NE Granger Ave
Corvallis, OR 97330
(541) 230-1044

General

Pegler Swift is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westbrook Planning Group LLC in Corvallis, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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