John A. Swanson

Financial Advisor

Independent Franchise Owner Network


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.


  • Morgan Stanley 1996- 1999
  • UBS Financial Services 1999- 2002
  • Wedbush Securities 2002 to present

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


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

    Mission Statement