Our Strategy

David Swanson

Founder and President

(503) 603-9900

(503) 624-1855

[email protected]

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.

David Swanson Jr.

Financial Advisor

(503) 603-9900

(503) 624-1855

[email protected]

As a member of Swanson Financial Services, Inc., the most important thing we can do to make a difference in people’s lives is to treat them well. It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish.

My mission has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment to deliver the same level of service and attention, that every client deserves.

The impact that we can make on people’s lives motivates me to empower others with knowledge so that they can make intelligent decisions with their wealth, and move one step closer to financial freedom and security.

I’m blessed to be able to service the community that helped me become the person I am today. By assisting the next generation of pre retirees and retirees navigate the second half of their financial lives through sound financial planning.

Michael Higuera

Operations Manager

(503) 603-9900

(503) 624-1855

[email protected]

Fiduciary Standard

Definition: Person or a legal entity holding assets or information as an agent-in-trust for a principal. A fiduciary owes the duty of loyalty, full disclosure, obedience, diligence, and of accounting for all monies handed over, to the principal. A fiduciary must not exploit his or her position of trust and confidence for personal gain at the expense of the principal. Law demands a fiduciary to exercise highest degree of care and utmost good faith in maintenance and preservation of the principal's assets and rights, and imposes compensatory as well as punitive damages on the erring fiduciary.

  

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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