Paul Swenson

Paul Swenson, CWS


Paul Swenson is a Wealth Adviser with United Capital Financial Advisers, LLC. Paul works directly with high-net-worth clients to help them through the financial guidance process and manage their investment accounts.

With over seven years of experience in the financial industry, ranging from Institutional Money Management and Financial Servicing to Private Banking. Paul has gained knowledge of investments, insurance, tax and personal balance sheet management. Prior to joining United Capital, Paul was a Relationship Manager with BBVA Compass Wealth Management. Paul graduated from Arizona State University’s W.P. Carey School of Business with his B.S. in Finance. In his free time, Paul enjoys playing golf, hiking and spending time with his wife and sons.