President & CEO at Quantum Financial Group, Inc.
Tampa, Florida
David A Swanson, President & CEO, is a licensed independent financial professional at Quantum Financial Group, Inc. in Tampa, Florida with 43+ years of experience. Specializing in Retirement Planning, Retirement Income Planning, Wealth Management. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 386-247-0139
Email: [email protected]
Website: https://safestmoneyoptions.net/
Licensed Independent Financial Professional · 43+ Years Experience · SafeMoney Certified™
David A Swanson's career began in 1983 on the trading floors in Chicago and New York, where he was recruited by one of the world's largest and preeminent investment banking firms.
Starting as a trader and investment advisor serving clients in Tampa, Florida, David A Swanson's trading and investment prowess in equities, options, futures, and fixed income assets was quickly recognized, resulting in his transition over into actual fund and investment portfolio management. Soon thereafter, having been promoted into senior management, David's expertise expanded to include more advanced financial derivatives and hedging activities provided to the firm's most affluent clients and institutional investors.
In 1993, building upon all acquired expertise, David A Swanson founded Quantum Financial Group, Inc., a full-service wealth management firm with a national scope. Over several decades, David has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He and his team work closely with and provide customized advice and guidance to a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations, and endowments.
The team at Quantum Financial Group, Inc. provides access to the intellectual capital, in-depth due diligence, and top-quality research and technology of several of the largest global financial services companies. They draw on their experience, market acumen, and professional skills, together with the investing insights of the world's leading investment firms and money managers, to help clients grow and preserve their wealth during their lifetime and beyond. The firm is described as ardent practitioners of a disciplined investment approach.
The approach at Quantum Financial Group, Inc. has two components: a strategic asset allocation for the long term and a tactical overlay focused on taking advantage of the short-term inefficiencies in the market. The team is constantly studying markets to identify profitable and durable long-term themes and sectors that may align with clients' risk tolerance, liquidity needs, time horizon, and long- and short-term goals. Another cornerstone of the firm's philosophy involves using tax minimization strategies, which are a focus to help maximize after-tax returns.
Contact David today to discuss your retirement planning needs in Tampa, Florida.
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David A Swanson at Quantum Financial Group, Inc. offers Retirement Planning, Retirement Income Planning, Wealth Management in Tampa, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, David A Swanson is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.