Swanellie Paulin, Financial Advisor located in Sunnyvale, CA

Financial Advisor
Swanellie Paulin

MS, AAMS®, CRPC™
1309 S Mary Ave Suite 204, Sunnyvale, CA 94087opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Retirement Savings Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Yoga
  • Traveling
  • Dancing
  • Art & Theater
  • History and Museums

Team Members

  • Lilibeth Peterson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(408) 746-3800

Fax

(877) 341-4720

Office Address

1309 S Mary Ave Suite 204
Sunnyvale, CA 94087opens in a new window

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