Swell Financial

Based out of Southern California, Swell Financial is an independent, fee-only wealth management and financial planning firm specializing in working with professionals over the age of 50 who are preparing for retirement within the next 5-10 years.

Swell Financial has uniquely designed its service offering to directly answer the financial questions that you've been wondering about such as:

    - When will I have enough to retire? How far away am I?

    - Am I doing enough today to ensure I'm doing the most to prepare for retirement? What am I missing?

    - Can I/we afford to retire early and/or begin working part-time?

    - How do I maximize my Pension and Social Security benefits?

    - Are Roth IRA conversions appropriate?

    - Are my Investments in line with how I should be invested?

    - How much is health care going to cost in retirement?

    - Do I need a Will, Trust, or any other Estate Planning documents?

Founded on the idea that financial planning is an ongoing, ever-changing process, we believe your Advisor should be proactive, involved, and most of all your advocate. Someone who is on your side, in your corner, rather than a salesman. Swell Finacial was built to be intentionally small by design so that each of our clients gets the care, tailored planning, and attention they deserve. By working directly with a CERTIFIED FINANCIAL PLANNER™, we focus on collaborating with our clients and work to create an environment that proactively prepares you for retirement and provides you with the peace of mind you need to focus on the things that are most important.

Life is complicated enough, your money doesn't have to be.

Advisors at this Office


This Office

150 Paularino Ave Bldg B Costa Mesa, CA 92626 Phone: 9493753294

Primary Office

150 Paularino Ave Bldg B Costa Mesa, CA 92626 Phone: 9493753294