Gerald J. Swift, CFP®, ChFC®, CLU®
Gerry has been in the financial services industry since 1977. For over 40 years, integrity and professionalism have built Gerry a reputation that has brought him recognition from his peers. Gerry's broad knowledge and expertise are exemplified by the designations he holds.
Gerry is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds the following registrations: FINRA Series 7 (General Securities Representative Exam) and 63 (NASAA Uniform Securities Agent State Law Exam) securities registrations through Commonwealth Financial Network®, along with various state insurance producer licenses. He is an investment adviser representative with Commonwealth, member FINRA/SIPC, and is registered in Massachusetts and Florida.
Gerry earned a bachelor's degree from Bridgewater State College, performed graduate work at the University of Montana, obtained his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in Bryn Mawr, Pennsylvania.
Gerry is a member of the Financial Planning Association and the Estate Planning Council of Cape Cod (past president), and he is an active member of the Kiwanis Club of Sandwich.
Over the years, thousands of people throughout New England have attended Gerry's seminars on various financial planning topics. In addition to being a well-known speaker on Cape Cod, he has also lectured to many different clubs and organizations. Furthermore, he has taught several courses on topics relating to his areas of specialization. Gerry was a high school teacher prior to joining the financial services industry. He feels his experience as a schoolteacher has contributed to his success in educating others in the often confusing world of retirement, estate, investment, and tax planning. Being a 10th-generation Cape Codder, Gerry lives in East Sandwich and has two wonderful daughters and four grandchildren.