Allegra Swan
Financial Advisor
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Designations: CFP®
408-354-5554
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.
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.
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- Allegra Swan, Allworth Financial Advisor
More About Allegra:
About Allworth
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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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
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30 Years in Business
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