Leslie Swartwood, Financial Advisor located in Santa Ynez, CA

Financial Advisor
Leslie A Swartwood

AAMS®
1090 Edison St Ste 101, P O Box 599, Santa Ynez, CA 93460opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Camping
  • Traveling
  • Volunteering

Team Members

  • Liz Wennerstrom
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(805) 688-9079

Fax

(866) 462-3106

Office Address

1090 Edison St Ste 101
P O Box 599
Santa Ynez, CA 93460opens in a new window

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