portrait of Leslie A Swartwood
FINANCIAL ADVISOR

Leslie A Swartwood

AAMS™
1090 Edison St Ste 101, P O Box 599, Santa Ynez, CA 93460opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Camping
  • Traveling
  • Volunteering

Team Members

  • Liz Wennerstrom
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed Closed for Holiday
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(805) 688-9079

Fax

(866) 462-3106

Office Address

1090 Edison St Ste 101
P O Box 599
Santa Ynez, CA 93460opens in a new window

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