Broker Check
Keith Swanson, CFA®

Keith Swanson, CFA®

Financial Adviser

Keith serves as a financial adviser with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.

Dedicated to the highest ethical standards, Keith provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation*, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals.  Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, LLC.

Keith is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Keith and his clients and helps ensure that each client’s strategy remains consistent with changing goals, objectives and circumstances.

Keith has successfully passed his Series 7 & Series 66 exams; and holds his Washington State Life and Disability Insurance license. He graduated from University of Washington with a Bachelor’s degree in Business Administration and Seattle University with a Master’s in Finance. Keith also achieved the Chartered Financial Analyst® (CFA) designation. When he isn’t working, Keith enjoys a number of different activities including skiing, golf, reffing soccer, coaching basketball, and spending quality time with his family.

 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

*Asset Allocation is a method used to help manage investment risk, driven by complex, mathematical models and should not be confused with a simpler concept of diversification nor does it guarantee to protect against investment loss in declining markets.