Drew Switzer, CPFA in

Drew Switzer, CPFA

Login to view DISC.
Retirement Plan Advisor at Alera Group, Inc.
📍 United States

Drew Switzer is an experienced Retirement Plan Advisor at Alera Group, where he specializes in creating tailored retirement solutions for business owners and their employees. A graduate of Peru State College with a BBA, he holds the Certified Plan Fiduciary Advisor (CPFA) designation, underscoring his expertise in the field.

Outside of his advisory role, Drew is a former collegiate basketball player for Peru State College, where he was recognized as a Daktronics-NAIA Scholar-Athlete. He also runs his own business involving rental properties and work as a self-employed travel agent, showcasing his entrepreneurial spirit.

Unique fact: Drew was a two-year member of the Peru State mens basketball team.

Read the full overview →
Experience
5 Years
Current Role
Retirement Plan Advisor
Location
United States
Personality Overview

How Drew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Drew cares about

Retirement Planning
Focuses on providing tailored retirement solutions for business owners and helping employees understand and maximize their benefits.
Employee Financial Education
Frequently posts about the importance of meeting with employees 1-on-1 to help them achieve their personal retirement goals.
+5 more topics Login to view topics
Career

Work history

1-2025
Retirement Plan Advisor
Alera Group, Inc.
8-2024 - 1-2025
Career transition
Career Break
1-2024 - 7-2024
Regional Sales Consultant
Prime Pensions, Inc.
1-2021 - 11-2023
Internal/Hybrid Wholesaler
Mutual of Omaha
6-2020 - 1-2021
Internal Sales Trainee
Mutual of Omaha
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2020
Bachelor of Business Administration - BBA
Peru State College
2016 - 2018
Associate of Arts and Sciences - AAS
Central Wyoming College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Alera Group, Inc. Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Drew. Free, 10 seconds.