Allegra Swan

Los Gatos, CA

I am currently an LPL Registered Client Services Associate with a passion for financial planning. I began my career as a Financial Planning Assistant at an LPL Financial office in Santa Barbara, where I gained experience assisting in the development and implementation of financial plans. I'm a Registered Paraplanner℠ and preparing for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification examination.

In my spare time, I enjoy hiking, reading, and spending time with friends, family.

I invite you to connect with me to explore any future financial planning needs.

Securities offered through LPL Financial. Member FINRA/SIPC.

  • Work
    • Marshall Wealth Management Group
  • Education
    • UC Santa Barbara