Michael Swenson, CFP^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Michael provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Michael was a senior high-net-worth financial advisor at Vanguard, where he worked with families to achieve their life goals through comprehensive financial planning. Before that, he held a variety of leadership and project management roles in the emerging leaders development program at Vanguard.

Michael has a bachelor’s degree in finance from Arizona State University.

Personal interests

Away from the office, Michael enjoys spending time with his wife, Kassidy, and dog, Fitzgerald. He also likes golf, hiking and rooting for all Arizona sports teams.

Michael’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.