Gabe Swan

Financial Advisor

Gabe originally attended the University of California Santa Barbara to study Chemical Engineering only to realize that his love of numbers and analytical mind translated better to Business and Finance.

Before becoming an Advisor, Gabe spent many years in banking as a relationship manager, gaining experience in lending, business and account management.  Finding his passion in planning, truly helping people get from where they were financially to where they wanted to be, he began preparing for a career as an Advisor.

More than a decade of experience in banking and finance has taught Gabe that no single approach to planning is perfect for every family, which is why he has received training and experience in so many modalities.

Putting together a solid financial plan is a lot like building your dream house.  It starts with a dream and, if you’re focused, turns into a plan.  With your goal in mind, Gabe can help assemble your blueprint for success and prosperity, for a retirement that incorporates your needs, your wants and your wishes with all the milestones along the way.

Gabe is also a husband, a dad, and a public speaker.  He holds a Series 7, Series 66, Life, Accident and Health licenses.