
"When working with my clients, I seek to understand their unique stories and provide personalized guidance that reflects their specific goals and challenges."
Whether it’s planning for retirement, saving for education, or building a legacy, I aim to make complex financial choices simpler and more meaningful, giving my clients the freedom to focus on what truly matters in their lives.
I graduated from Elon University in 2019, where I led our basketball team as captain for two years and earned my bachelor’s degree in finance and management. I continued my education with a fifth year at Sam Houston State University in 2020, playing as the starting point guard. Outside of work, I enjoy spending time with family, reading, and playing basketball. Call today to set up a no-obligation conversation about your financial well-being.
Dainan Swoope is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.
California Insurance Agent License #4081310
Copper Financial & Insurance Solutions License #0J06220
Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |