Since 2003 I have been providing financial advice based on planning.  With the knowledge and resources available through Merrill Lynch and the community based business model practiced through Edward Jones, I have built Integrated Wealth Management to provide the personal community based business with a vast array of financial products to meet my client’s life goals.    I have developed individualized alert programs that monitor progress of our investments and provides notifications if our investments deviate from our plan boundaries.  I work with my clients to provide confidence and simplicity in the midst of economic uncertainty.

I bring a wealth of life experience to the table for my clients.  Along with my degree in Finance, I have held my real estate broker’s license; bought, sold, creatively financed and managed real estate; worked for Fortune 100 companies, small businesses, and even started a couple of my own businesses.  I have and continue to fund educational accounts for my children.  I have lost a family member and not had proper estate documents in place.  I have watched as my parents assets dwindled because my grandparents didn’t have proper insurance.  I have experienced firsthand the importance of planning and being prepared, and that is what I bring to the discussion.

I am a good teacher and presenter.  I have been asked to appear on television shows as an expert in the financial industry and present to for profit and not for profit companies and organizations to help them better understand the economic environment and how it affects them. 

I am a big believer in community and I support my community whenever possible.  I have been on the Board of Directors for the Willow Glen Business Association since 2005 and currently serve as President.  As a graduate of SJSU and alumni of Delta Upsilon Fraternity I contribute annually to the SJSU Foundation, attend all SJSU home football games (and many away games), and have served as Alumni Advisor to Delta Upsilon Fraternity at SJSU since 2003.  I am also the creator and host of “Willow Glen in Motion.” It is a local TV show and and a community enrichment organizsation, which strives in discovering the uniquenss of Willow Glen; raising awareness of our business community; and bringing a sense of pride and connection to the community.

I have been blessed with a great family.  My wife Sandy and three children (Ashley, Haley & Daniel) help me to keep my life in balance.  Although I am a certified scuba diver, sky diver and spelunker; I spend more time in family related activities like travel, board games, wine tasting and golfing with Sandy while my two younger kids caddy. . . they like driving the carts.

If you'd like to get to know me more you can visit my personal website.

Kevin C. Swanson is a Registered Representative with and securites and financial planning services are offered through LPL financial,
a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
The LPL Financial Representative associated with this site may only discuss investments with residents of California and Nevada.