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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
California Insurance License No. 0M2018.
Keith Swanson began his career in Financial Services in 1989. With over 30 years of experience, and as a CFP®, Keith possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.
Keith graduated from The University of Tampa and earned a Bachelor's degree in Biology. Additionally, he earned certifications from the College for Financial Planning, as a CERTIFIED FINANCIAL PLANNER™. He completed the UBS Wealth Management Advisor Education Program and holds variable annuity, and variable life and health insurance licenses as well as FINRA Series 7, 24, 63, and 65 securities licenses.
Keith is active in the Swedish American Chamber of commerce and the Rockland Business Association.
Keith enjoys hiking, skiing, reading, and gardening. He and his wife Linda currently reside in Old Tappan, NJ.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
California Insurance License No. 0M2018.
Keith Swanson began his career in Financial Services in 1989. With over 30 years of experience, and as a CFP®, Keith possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.
Keith graduated from The University of Tampa and earned a Bachelor's degree in Biology. Additionally, he earned certifications from the College for Financial Planning, as a CERTIFIED FINANCIAL PLANNER™. He completed the UBS Wealth Management Advisor Education Program and holds variable annuity, and variable life and health insurance licenses as well as FINRA Series 7, 24, 63, and 65 securities licenses.
Keith is active in the Swedish American Chamber of commerce and the Rockland Business Association.
Keith enjoys hiking, skiing, reading, and gardening. He and his wife Linda currently reside in Old Tappan, NJ.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
