Kevin "Zack" Zachariah Swad, CFP®, CWS, AWMA, AAMS, BFA


President
Swad Wealth Management, LLC
100 Stony Point Rd, Suite 244
Santa Rosa, CA 95401
United States
Phone: 707-899-1010
Email: zack@swadwealth.com
Website: https://www.swadwealth.com
Training: EVOKE® Life Planning Training Graduate more info

Specialties
Retirement planning, Retirement Income Planning, Investment Planning & Management, and Tax Planning.

Industry Start Date
2011