Santa Barbara Asset Management

Swan Financial, nestled in Pasadena, CA, serves as a financial institution specializing in personalized wealth management solutions and investment products. Collaborating with financial advisors, institutions, and RIAs, Swan Financial equips them with cutting-edge resources and technology platforms to offer tailored financial advice. By offering assistance in compliance oversight and practice management, Swan Financial empowers advisors to engage with clients effectively, enhancing their operational efficiency within the dynamic financial industry. Located in the heart of Pasadena, Swan Financial distinguishes itself as a premier hub for financial guidance and wealth management services. With a commitment to providing comprehensive support and streamlined technology solutions, Swan Financial plays a pivotal role in enabling advisors to navigate the intricate landscape of financial services independently. The institution's focus lies in elevating advisors' accuracy and efficiency, fostering a culture of client-centric financial planning and sustainable growth. Generated using this brand's available information

At Frederich Family Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Pasadena, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Pasadena, CA area, John Frederich will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.