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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
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
