Allegra Swan
Financial Advisor
Designations: CFP®
Allegra Swan, CFP ®, is an advisor in Allworth’s Los Gatos office. Raised in nearby Saratoga, California, Allegra is a CERTIFIED FINANCIAL PLANNER ™ professional who graduated from the University of California, Santa Barbara. Allegra’s primary role involves developing, implementing, and reviewing clients’ financial plans and investment strategies. In her spare time, Allegra enjoys mountain biking and hiking, and has long served as a mentor with Big Brothers and Big Sisters of America for the Santa Cruz County chapter.
Education and Certifications
Who I work with
What guides my approach
Allegra Swan, CFP ®, is an advisor in Allworth’s Los Gatos office. Raised in nearby Saratoga, California, Allegra is a CERTIFIED FINANCIAL PLANNER ™ professional who graduated from the University of California, Santa Barbara. Allegra’s primary role involves developing, implementing, and reviewing clients’ financial plans and investment strategies. In her spare time, Allegra enjoys mountain biking and hiking, and has long served as a mentor with Big Brothers and Big Sisters of America for the Santa Cruz County chapter.
More About Allegra:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9