Christopher Swan, CFP®
Financial Planner
Husband
Father
CEO
My Story
I spent 8 years working as a financial advisor for some of the largest wealth management firms in the nation, helping high net worth families manage their wealth & retirement plans.
As a corporate financial advisor, I noticed a huge gap, the next generation of Christian investors & business owners were being underserved. I knew things could be done better.
So, in 2020, I quit my big bank financial advisor gig & decided to redesign the way I help Christian’s better manage their wealth & retirement plans.
Now, I run a boutique wealth & retirement planning firm for early & mid-career Christian investors & business owners looking for more from their financial advisor.
When I’m not working, I’m a full time dad, husband, & disciple.
Christopher Swan, CFP®
Financial Planner Resume:
Certified Financial Planner™ Professional – certification issued by the Certified Financial Planner Board of Standards, Inc.
Series 66 License - Licensed to provide investment advice & manage investment strategies.
Life & Health General Lines License - Licensed to provide life insurance and annuity strategies.
MBA - Texas A&M International University
Trained & Worked as a Financial Advisor @ Edward Jones, Charles Schwab, Scottrade, Bank of America Merrill Lynch, Truist
Professional Experience - Over 14 years
Founder & CEO of Swan Capital Financial Planning - Texas- Based, Independent, Boutique, Wealth & Retirement Planning firm.
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