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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
