Allegra Swan, CFP
Giordano Wealth Management Group
Certified Financial Planner in Los Gatos, CA
Address:644 N Santa Cruz Ave Ste 4
Los Gatos, CA 95030
About Allegra Swan
Allegra Swan is a financial professional at Giordano Wealth Management Group located in Los Gatos, California. Allegra Swan holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Allegra Swan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Allegra Swan644 N Santa Cruz Ave Ste 4
Los Gatos, CA 95030
Phone Number:
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Website:
http://www.thegwmg.com
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