Our financial advisor in Morro Bay, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Kevin began his career in the financial services industry in 1994. In 1998, Kevin became a financial advisor at Edward Jones where he mentored other financial advisors. Then, in 2004, Kevin opened Swanson Financial Services, which offered independent financial advice to his clients. In 2012, Kevin joined Vellum Financial, one of the companies that merged to create WealthSource, as a Partner.
Kevin attended the California Polytechnic State University in San Luis Obispo and is married with three children. In his free time, Kevin enjoys surfing, running, and camping.
Kevin Swanson is a Registered Representative of APW Capital, Inc., Member FINRA/SIPC. Securities offered through APW Capital, Inc. located at 100 Enterprise Drive, Suite 504, Rockaway, MJ 07866, (800) 637-3211. WealthSource Partners, LLC and APW Capital, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
Independent Wealth AdvisorCAS®, CFS®
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
The WealthSource advisor in Morro Bay is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation. Kevin Swanson is a Registered Representative of APW Capital, Inc., Member FINRA/SIPC. Securities offered through APW Capital, Inc. located at 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. WealthSource and APW Capital, Inc. are independent and unaffiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022