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Alan Sworski, CLU, ChFC, - CLU®, ChFC®
Financial Services Representative 3027 Townsgate Road, Suite 210
Phone: (805)367-2043
For over 30 years, Alan Sworski has successfully followed in the footsteps of his father, Stan, in providing comprehensive, fee-based financial, business, and estate planning for closely held business owners, corporate executives, professionals, and high net worth individuals.
Alan earned the Chartered Financial Consultant (ChFC®) and Accredited Estate Planner (AEP®) designations, and is also an active member in the Ventura County Estate Planning Council, the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the Advisor’s Forum.
He has taught the course “Retirement and Estate Planning” and “Implementing Financial Planning” to other financial service professionals through Learning Tree University, as part of their Certified Personal Financial Advisor (CPFA®) program.
Alan graduated “cum laude” from Loyola University of Los Angeles. He is married to Carole, and has two adult children, Lindsay and Scott.
As an Eagle Scout, Alan has remained active in fund raising for the Boy Scouts and is involved in his community through the Westlake Village Sunrise Rotary Club.
Investment Advisory Services and Fee-Based financial planning services are offered through MetLife Securities, Inc. 200 Park Avenue, New York, NY 10166. MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.
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3027 Townsgate Road, Suite 210 Phone: (805) 379-4400
rlinsday @plannedestate.com |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies!