Paul Swagart - ARHCU advisor

Welcome! My name is Paul Swagart. I am a Registered Representative and Investment Advisor with the Financial Network Investment Corporation located at American River HealthPro Credit Union. I have been in the investment and securities business since 1982. I spent ten years working with two of Wall Street's largest firms before coming to ARHCU in 1991. I hold the following registrations: Series 7 General Securities Registration, Series 63, Series 15, Series 3, and Series 65, Investment Advisor Representative. My primary goal is help credit union members make smooth and comfortable transitions through life's major financial events - including changing jobs, retirement, inheritance, marriage or divorce.

With each and every client, I strive to:

• Give well-researched, thoughtful, professional guidance.
• Maintain a conservative long-term investment perspective.
• Select and monitor appropriate investments to meet individual needs.
• Help each individual maintain personal financial independence for their lifetime.

The values I learned growing up distinguish everything I do. I was raised and completed school in Washington D.C., then graduated cum laude from the University of California. I have lived in the same house in Folsom since 1982 where my wife and I have raised our son and daughter. I have been active in the community - working with youth sports programs since 1985. I am also lead guitarist in a local blues band. I love playing soccer, skiing, biking, traveling, and even working out.

I pride myself on the research behind my financial advice and the relationships I have developed and maintained with credit union members over the past fourteen years. The same sound strategies I suggest for my clients, I employ in investing for my family. It has been very rewarding to fulfill the role of trusted financial advisor for American River HealthPro Credit Union members. Working as a partner with the credit union has allowed me to build a program based on trust, ethics, and dignity.

Please call me at 916.985.6700 ext. 3335 if I can be of service to you.

 

Securities and advisory services offered through Financial Network Investment Corporation, a registered broker/dealer and member SIPC. Financial Network Investment Corporation is not affiliated with American River HealthPro Credit Union, 12519 Folsom Blvd., Rancho Cordova, CA 95742 Investments: Are not FDIC Insured | Are not NCUA Insured | Are not a Deposit | Offer no Bank Guarantee | May Lose Value | Are not Insured by any Federal Government Agency