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Christopher Swan, CFP®, MBA's Linkedin Analytics

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Christopher Swan, CFP®, MBA

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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.

Check out Christopher Swan, CFP®, MBA's verified LinkedIn stats (last 30 days)

Followers
9,857
Posts
0
Engagements
0
Likes
0

What is Christopher talking about?

moneyinvestingtaxchristmasstocks
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