Osvaldo Cisneros is the Founder of Swan Lake Wealth and a dedicated financial professional who is passionate about helping individuals and families pursue financial clarity and long-term success. He holds a Bachelor’s degree in Business Economics from the University of California, Irvine, and brings several years of experience in the financial services industry.

Osvaldo holds the Series 7 and 66 securities licenses, as well as licenses in life, health, long-term care, and property & casualty insurance. He is also a licensed Medicare broker, allowing him to assist clients in navigating the complexities of Medicare and selecting the coverage that best fits their needs. This broad range of credentials enables him to craft comprehensive financial strategies that address both the offensive and defensive aspects of wealth management.

With a client-centered approach, Osvaldo is committed to building lasting relationships based on trust, transparency, and personalized service. Whether guiding clients through investment strategies, retirement planning, insurance solutions, or Medicare options, his goal is to empower them with knowledge and confidence in their financial future.

Outside of the office, Osvaldo enjoys staying active at the gym, snowboarding in the mountains, and exploring emerging technologies.