James D. Swanson, Cfp® Email & Phone Number

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, savings for your children's or grandchildren's education, or looking to preserve your wealth, I can help. As a Managing Director of Investments with the Seal Beach office of Wells Fargo Advisors I take pride in working for a firm that puts you first.To learn more please visit: https://home.wellsfargoadvisors.com/jim.swansonor call (562) 799-2178This information is intended for use by residents of AZ, CA, CO, CT, FL, ID, IL, KS, LA, MA, MI, MN, MO, NC, ND, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and WA only.CA Insurance License #0C24670. Resident State [CA]./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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