Phillip Swenson

Wealth Advisor

Phillip Swenson



Phillip began his career in wealth management in 2015, working for a registered investment advisory firm in Fremont, California, and developing broad knowledge of investment management and financial planning. Concurrent with that, he completed the Personal Financial Planning program at the University of California, Berkeley before becoming a CFP® professional. As a Wealth Advisor, Phillip leverages his experience in education, having taught English as a second language in Europe and Asia–his first career after earning a bachelor’s degree from Western Washington University in 2006. He also holds the FINRA Series 66 license. In his free time, Phillip enjoys traveling and the outdoors.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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