Samuel Swenson (CFA, CFP®, CPA, MBA)

Samuel Swenson focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice

NAPFA Start Date

September 06, 2019


This Office

70 East 96th Street New York, NY 10128 Phone: (917) 727-6096