portrait of Saige N Swan
FINANCIAL ADVISOR
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Saige

I was raised in Crescent City, CA, a quaint rural ocean town just over the Oregon/California border. I come from generations of educators and administrators in the California school system but realized at a young age I had a passion for finance. Growing up in a small town, I had many creative financial ventures before my working years. This ultimately led to my most successful venture: a campaign in high school called, "Cans for College". I would drop off recycling bins at local neighbors, friends, families and local businesses to collect cans to help pay my future college tuition. I...

Focus Areas

  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2021 to Current
  • Enterprise Rent A CarOctober 2020 to October 2021

Education

  • Willamette UniversityBachelor of Arts

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Cooking
  • Volunteering
  • Podcasts

Team Members

  • Yared Shuford
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00AM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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