Allegra Swan CFP®

LPL Financial Advisor

Allegra grew up in Saratoga and is a graduate of the University of California, Santa Barbara. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner with over seven years of financial services experience. Allegra’s primary role involves developing, implementing, and reviewing clients’ financial plans and investment strategies. She enjoys mountain biking, hiking, and mentoring with Big Brothers Big Sisters of Santa Cruz County.