Founder and President
David Swanson, Sr. is the founder and president of Swanson Financial Services, Inc. For nearly three decades, he has been helping clients with their retirement and financial planning needs.
Mr. Swanson makes it his mission to further the financial education of others in the Pacific Northwest by conducting seminars and speaking at public engagements about retirement planning essentials.
Mr. Swanson spent the first 10 years of his career as a representative at two major Wall Street investment firms. After determining that serving as an independent investment advisor would be in the best interests of his clients, he broke away from the investment firms and started his own company more consistent with his own philosophy and ideals. He has served on several not-for-profit boards such as Albertina Kerr Center for Children, Oregon Lacrosse Youth Association and was the Executive Vice President for the Portland State University athletic board.
Mr. Swanson has keen interests in the outdoors and enjoys many activities such as fishing, tennis, golf and swimming. He is married with three children and a “furry” four-legged son named Butch.