Allegra Swan's Location
Los Gatos, CA, US
Allegra Swan's Work
- Financial Advisor @ Allworth Financial
- Financial Advisor @ Giordano Wealth Management Group
- LPL Registered Client Services Associate @ Marshall Wealth Management Group
- Financial Planning Assistant @ Wealthcare in Santa Barbara/Janet Barr, MS, ChFC, CLU Wealth Manager
Allegra Swan's Education
- American College
(Education)
2015 - 2016 - College for Financial Planning
(Education)
2013 - 2015 - University Of California - Santa Barbara
Bachelor Of Arts (English)
- Saratoga High School
Allegra Swan's Skills
- Uniform Combined State Law
- College Education Planning
- Estate Planning
- Insurance Planning
- Client Services
- Account Administration
- Paraplanning
- Certified Financial Planner
- Compliance
- Series 66
Allegra Swan's Summary
Allegra Swan, based in Los Gatos, CA, US, is currently a Financial Advisor at Allworth Financial, bringing experience from previous roles at Giordano Wealth Management Group, Marshall Wealth Management Group and Collaborative Financial Solutions, LLC. Allegra Swan holds a 2015 - 2016 American College. With a robust skill set that includes Uniform Combined State Law, College Education Planning, Estate Planning, Insurance Planning, Client Services and more, Allegra Swan contributes valuable insights to the industry. Allegra Swan has 2 emails on RocketReach.
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