Jonathan Penaloza

Financial Advisor and Co-Founder

jonathan@swanlakewealth.com

(714) 456-9042

Jonathan Penaloza is a dedicated financial professional with a Bachelor of Science in Healthcare and Finance from Long Beach State. With a strong background in mergers, acquisitions, marketing, and business development, gained through years of experience at a leading independent broker-dealer, he is well-equipped to provide comprehensive and personalized financial solutions. Jonathan is committed to giving back to his community and is an active member of Zion Church. In his spare time, he enjoys outdoor sports and learning about nutrition.