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Address:

3420 Coach Lane, #3
Cameron Park, CA 95682

Phone:

530-672-6289 Wealth Advisors,Phone: 530-676-1040 Tax Advisors

Stephen L. Swarbrick

Stephen L. Swarbrick

Financial Professional IAR

Stephen L. Swarbrick has more than 21 years experience of working with a diverse group of industry leaders in helping individuals and businesses set and achieve their financial goals. 
Mr. Swarbrick began his financial services career with Great Western Bank in 1993 where he garnered numerous awards.  

His career experience has taken him through service as a financial representative for American Savings,  Home Savings and their eventual merger to Washington Mutual.  Additionally, in his time spent with Woodbury Financial Services, Stephen was a member of the prestigious ‘Eagles Circle’ which recognizes the companies top producers.  The primary focus of his career has been providing financial service and life insurance based solutions for complex estate and business preservation scenarios.  Having joined Weston and Tuttle Wealth Advisors in 2009, he has brought a rich diversity of portfolio options and broadened the scope of services provided.

On a personal note,  Stephen was a basketball scholarship athlete and graduated from San Jose State University with a Bachelors degree in Human Performance in 1981.  After college he played professional basketball in Europe.  He has been married to his wife Teri for 35 years .  They have five children and he resides with his family in the Sierra Foothills of El Dorado County.  He enjoys family related, church and community activities. 
 

Phone 530-672-6289
Fax 530-676-2383
Mobile Phone 916-532-7593
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck