Lasting relationships. For all that matters

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.

Family selfie

Keith Swanson

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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


  • B.S. Biology, University of Tampa


  • Accredited Wealth Management Advisor
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
  • (201) 587-2061

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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In invested assets globally 
As of 12/31/2022

51 countries

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