Eric Swanson
Phone: 805.484.1011 Eric Swanson CFP, is a Certified Financial Planning Practitioner. Eric's career started in 1995 where he has become a specialist in retirement planning which includes, but not limited to, stocks, bonds, mutual funds as well as the many different plans available to individuals and business owners such as Defined Benefit plans, 401k's, 403b's, IRA's etc. He also dedicates a large portion of his efforts toward the constant education of pre-retirees and retirees (55+) and the issues that affect them the most. Eric's fields of knowledge also include estate planning (living trusts, wills etc.), real estate (residential loans and purchases), insurance (from life to disability) and property & casualty (homeowners, auto, liability and umbrella coverage). As a CFP, one is held to the highest standard which is why Eric chose to earn this honorable designation. When all is said and done, my goal with each client is to bring value to their life through their financial planning needs! A relationship has to be earned and if I cant bring value to the client then I haven't earned their business. A graduate of California State University, Chico, Eric majored in Business and Psychology. He lives with his wife Paula and his hobbies include playing baseball, golf, gardening and enjoying his niece and nephew, Connor and Isabel.
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
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