Greg Swanson

Senior Wealth Advisor

Greg Swanson

CFP®

About

Greg is a seasoned Senior Wealth Advisor at OneDigital Investment Advisors with deep expertise in personal finance, retirement planning, tax strategies, and estate planning. As a Certified Financial Planner™, he leverages over 18 years of industry experience and advanced education to guide clients toward their financial goals. Greg is passionate about providing clear, actionable advice and is dedicated to helping individuals achieve lasting financial success.

Investment advice offered through OneDigital Investment Advisors LLC.