William Swenson

Wealth Management Advisor - Cambridge

97 Mt. Auburn Street

About William

I started my career in financial services over 25 years ago and have been a TIAA Wealth Management Advisor for over 17 years. My practice focuses on helping clients coordinate their income, investment, legacy, and incapacity planning to provide a clear path forward and peace of mind as they transition to and through retirement. I love when I hear feedback from clients that I have given them confidence or relieved anxiety by helping them overcome a challenging financial obstacle. I also enjoy meeting my clients’ children and extended networks of family and friends as our relationships deepen.

I like to spend my spare time exploring the outdoors with my wife and our 2 children ages 21 and 18, where we can be found hiking, skiing, camping, or trail running all over the country. I am also an active member of the New England Innocence Project’s Running for Innocence team, raising awareness and funds in the effort to overturn wrongful convictions. I am a Certified Financial Planner®, Certified Investment Management Analyst® and graduated from The Colorado College with a BA in English.

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

Financial Perspectives

Get the latest thinking and insights from TIAA's experts on the current market and economic conditions, financial planning considerations, and money management.