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.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
|Firm Start Year:||1993|
|No. of Employees:||100-499|
|Name of Broker/Dealer:||AW Securities|
|Name of Custodial Firm:||TD Ameritrade|
|Work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Tax Advice and Services, Retirement Planning, Estate Planning & Trusts|
|Can meet clients in the following ways:||Phone, Our Office, Video Conference|
|Firm's Number of Clients:||12,000|
|Assets Managed by Firm:||$10,000,000,000|
Compensation and Fees
Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.
|Estate Planning & Trusts
Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.
|Tax Advice and Services
We understand that the complexity of modern retirement means investment management and retirement planning need to be combined with tax planning to help you reach your financial goals. Your approach to tax planning should be forward-thinking, as well. We'll work with you and your advisor to create a tax plan that analyzes your situation, not only today, but years from now.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
CFP®, Chartered SRI Counselor, ChFC®
GATEWAY FINANCIAL ADVISORS, INC.
21 Years of ExperienceView Profile
HOMESTEAD WEALTH MANAGEMENT, CORP
16 Years of ExperienceView Profile
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
WEALTH LEGACY GROUP, INC.
35 Years of ExperienceView Profile
GUNN FINANCIAL ASSOCIATES/ROYAL ALLIANCE ASSOCIATES
17 Years of ExperienceView Profile