TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Allegra Marie Swan CFP

Ms Allegra Marie Swan CFP

LPL Financial

644 N Santa Cruz Ave Ste 3, Los Gatos, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Long-Term Care, Small Business Planning, Women's Finances

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