Sven’s financial services career launched in 2019 where he served as a Financial
Planner and Lead Advisor prior to joining LPL Financial in 2022. Sven received his
Bachelor of Science in Finance from the California State University, Northridge and
Master of Science in Personal Financial Planning from the Texas Tech University.
Sven passed his CFP® exam summer of 2021. Sven is an LPL employee and is part of
the Virtual Para-planning Solutions team, where he partners with advisors to deliver
back-office planning support by providing detailed data analysis and comprehensive
planning strategies to assist clients in pursuing their financial goals.
*Sven is not affiliated with Everest Wealth Advisors