Our Team
Real people.
Real relationships.
Real impact.
We’re a team of dedicated professionals who care deeply about helping you and your family achieve your financial goals.
A Team You Can Trust
At Swan Lake Wealth, we bring together experience, education, and a commitment to personal service.
We work collaboratively to provide thoughtful, personalized advice that puts your best interests first now and always.
Founder and Financial Advisor
Osvaldo is passionate about helping individuals, families, and business owners make confident financial decisions. He believes in the power of education, transparency, and long-term relationships.
Series 7 & 66 Securities Licenses
Licensed in Life, Health, Medicare, Property & Casualty, and Long-Term Care Insurance
B.A. Business Economics, University of California, Irvine
Co-Founder and Financial Advisor
Jonathan is dedicated to helping clients protect what matters most and create financial strategies that support their goals and lifestyle.
Series 7 & 66 Securities Licenses
Licensed in Life, Health, Property & Casualty, and Long-Term Care Insurance
B.S. in Healthcare and Finance, California State University, Long Beach
Collaborative
We work as a team so you benefit from diverse expertise and fresh perspectives.
Client-Focused
Your goals are at the center of everything we do. We listen, we care, we act.
Thoughtful Guidance
We take the time to understand your goals, circumstances, and priorities before making recommendations.
Long-Term Partners
We build lasting relationships that grow and evolve with you and your family.