Emily Swan
A Financial Advisor from sunny Santa Monica, CA, Emily has a genuine love for both numbers and people. Combining her sharp analytical skills with a caring touch, especially when tackling taxes—her favorite part of financial planning. To Emily, taxes are like a puzzle waiting to be solved, and she delights in finding those hidden savings for her clients. Her mission is to offer peace of mind by guiding clients through the maze of life and finances. As an interesting tidbit, Emily has visited 49 states and is always ready for her next adventure!