Broker Check

Kevin Swanson / Owner

Since 2003, I have been helping individuals and families prepare for their future. I believe the best way to begin is with the end in mind, so I am an advocate of financial planning. Financial planning helps both my clients and I to understand my client’s goals and priorities, gives us a roadmap for achieving these goals, and aims to increase the probability of the plan’s success while helping to minimize bumps along the way.

I have experienced firsthand the importance of financial planning and being prepared. I have dealt with the loss of a family member when proper estate documents were not in place. I have watched as my parent’s assets dwindled because my grandparents needed care and didn’t have proper insurance. I have established, funded, and depleted educational accounts for my children.

Prior to founding Integrated Wealth Management, I worked at Merrill Lynch and Edward Jones. Based on that experience and my client’s input, I constructed IWM as a personal community based business with a vast array of financial products to help my clients address their financial goals. I have developed individualized alert programs that monitor the progress of client investments and which provide notifications if investments deviate from individual plan specifications. I work with my clients to help them gain financial confidence and simplicity in the midst of economic uncertainty.

I am a big believer in my local and regional communities and support them whenever possible. I have served on the Board of Directors for the Willow Glen Business Association since 2005 and was the WGBA President until 2011. “Willow Glen in Motion”, a local television program, was produced and hosted by me as a way to raise awareness of Willow Glen businesses and to bring a sense of pride and connection to the Willow Glen community. I currently sit on the Core Council for the Center for Spiritual Living in San Jose. As a graduate of San Jose State University I support the SJSU Foundation and have also served as Alumni Advisor to Delta Upsilon Fraternity’s SJSU Chapter since 2003. I have been asked to be a presenter and teacher about current economics by both local for-profit and non-profit organizations, and have even been asked to appear on television shows as an expert in the financial industry.

I am grateful for the opportunity to put my expertise to work locally for the good of the people in my community, and thankful for the many friends I’ve made along the way.

Kevin C. Swanson CA Insurance License # 0E38008

We are who our Clients Are

I have a long history with many of my clients and we share more then just business.