Kory K. Swekla, CFA,CFP
Ascension Wealth Partners, Llc
Financial Planner in Pleasant Hill, CA
Address:391 Taylor Blvd, Ste 125
Pleasant Hill, CA 94523
About Kory K. Swekla
Kory Swekla is a financial professional at Ascension Wealth Partners, Llc located in Pleasant Hill, California. Kory Swekla holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kory Swekla provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kory Swekla391 Taylor Blvd, Ste 125
Pleasant Hill, CA 94523
Phone Number:
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Website:
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