Christopher Swan, CFP®

Retire With Swan

Founder | Retirement CFO

Large Wealth Management Firms

Worked as a licensed financial advisor with several nationally recognized wealth management firms.

Financial Advisor

AT&T

Leadership Development Program

LeafHouse Financial

Associate

Texas A&M International University

Graduate Assistant

Killam Development

Intern

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.
Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—
My biggest impact would be helping people prepare for, transition into, and live in retirement.

By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.
We focus on people.

To make the retirement journey easier, faster, and more transformational,
I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re strategically thinking about your retirement, I’d love to help.

And remember:
It’s never too late—or too early—to better plan your exit.

Founder & CEO

Christopher Swan, CFP®, MBA

MassMutual Financial Group

Registered Representative of and offers securities and Investment Advisory services through MML Investors Service, LLC, a member of the MassMutual Financial Group. OSJ Ponce de Leon Ave. 273, Suite 1400 San Juan, Puerto Rico 00917 (787) 758-2244. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001.

Investment Advisor Representative

Signator Investors, Inc.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 654 Plaza Suite 1050, 654 Muñoz Rivera Ave. San Juan, PR 00918. Offering John Hancock Insurance Products.

Conducted Research, Proctored Test,  Test Corrections & Grade Analysis

Graduate Teacher Assistant - Business Law

José R. Alicea-Cruz is a financial service professional whom currently acts in a Fiduciary Capacity as an Investment Advisor Representatives through MML’s Corporate Registered Investment Advisor program. He currently holds FINRA Licenses 7, 66 and advance degree from Texas A&M International University which includes coursework in the areas of Global Investments, Corporate Finance, Financial Statement Analysis and Managerial Economics. Aside from work, he enjoys playing basketball, spending time with his family, and going to church where he also gives stewardship workshops to pre-married couple and church members seeking financial guidance.

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The Battle

Christopher Swan, CFP®, MBA

José R. Alicea Cruz, MBA

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