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Kevin S
CFP®, Series 63, Series 65
Santa Rosa, CA
Swad Wealth Management LLC
Kevin Swad is a CFP® professional with 15 years of experience in financial advising. He is the principal of Swad Wealth Management LLC, an independent firm based in Santa Rosa, CA. Prior to founding his firm in 2022, he worked at Charles Schwab and Charles Schwab Bank from 2013 through 2022. Swad Wealth Management provides financial planning, discretionary investment management, and ERISA services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $111 million in discretionary assets, emphasizing model-based and bespoke portfolio strategies founded on fundamental and quantitative analysis.
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