John A. Swanson

Biography

Specializing in Wealth Management.

Do you need growth, income, or preservation?

Let us assist you in finding the best investments for your situation. Whether you are an individual, corporation, foundation, charity, or trust. We can develop a personalized plan for YOU.

Background

Morgan Stanley 1996- 1999

UBS Financial Services 1999- 2002

Wedbush Securities 2002 to present

SPECIALIZATIONS

• Alternative Investments
• Asset Management
• Charities
• FDIC Insured CD's
• Financial Planning
• Foundations
• Mutual Funds
• Preservation of Capital
• Stocks and Bonds
• Trusts
• Wealth Management

Credentials

• Bachelors of Science degree in Finance/Investments from California State University of Long Beach

Mission Statement