Lindsey Swanson (AAMS, CFP®)

Lindsey Swanson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families
  • Professional Athletes or Entertainers

NAPFA Start Date

April 27, 2021


This Office

73 Ridgeview Circle Whitethorn, CA 95589 Phone: (402) 570-9471