Grant Swanson
Helping you feel in control of your financial future. Build wealth, plan for retirement, and create a legacy.
State(s) Licensed: CA Insurance Lic. #4421111, FL, NC, NY, SD, TX, WA, WI
5290 Overpass Rd STE 115
Santa Barbara, CA 93111
Helping you feel in control of your financial future. Build wealth, plan for retirement, and create a legacy.
State(s) Licensed: CA Insurance Lic. #4421111, FL, NC, NY, SD, TX, WA, WI
Build Financial Security
My team and I provide personalized financial advice and long-term support to help people feel confident and in control of their financial lives.
We specialize in comprehensive financial planning that includes retirement planning, investment management, tax-efficient strategies, risk protection, and insurance solutions. Our approach is designed to protect what you’ve built and plan for what’s next. Whether you’re looking to grow your wealth, prepare for retirement, or create a legacy, we offer clear, objective guidance tailored to your goals.
I'm proud to be part of Thrivent. We are a not-for-profit, Fortune 500 financial services organization recognized by Ethisphere as one of the World’s Most Ethical Companies for 14 consecutive years. We believe generosity and community involvement are essential to a healthy financial life.
Ready to take the next step? Contact me at grant.swanson@thrivent.com. Let’s build a plan that gives you clarity and confidence.
"World's Most Ethical Companies" and "Ethisphere" names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com.
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Location
Santa Barbara Office
- Phone:
- 415-640-1019