David A Swanson

President & CEO at Quantum Financial Group, Inc.

Tampa, Florida

Quick Answer

David A Swanson, President & CEO, is a licensed independent financial professional at Quantum Financial Group, Inc. in Tampa, Florida with 42+ years of experience. Specializing in Wealth Management, Investment Management, Retirement Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact David A Swanson in Tampa, Florida

Phone: 386-247-0139

Email: [email protected]

Areas of Expertise in Tampa, Florida

Wealth ManagementInvestment ManagementRetirement Planning

About David A Swanson — Tampa, Florida

Licensed Independent Financial Professional · 42+ Years Experience · SafeMoney Certified™

David'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. Trading and Investment Career Starting as a trader and investment advisor serving clients in Tampa, Florida, David'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 now included more advanced financial derivatives and hedging activities provided to the firm's most affluent clients and institutional investors. Founding Quantum Financial Group At this juncture and building upon all acquired expertise, in 1993 David founded Quantum Financial Group a full-service wealth management firm with a national scope. Over several decades David has built a team that emphasizes intellectual rigor, in-depth ...

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Frequently Asked Questions About David A Swanson & Financial Advisors in Tampa, Florida

What services does David A Swanson offer?

David A Swanson at Quantum Financial Group, Inc. offers Wealth Management, Investment Management, Retirement Planning in Tampa, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

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.

Is David A Swanson SafeMoney Certified?

Yes, David A Swanson is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

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.