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

Kipos Wealth

CEO, Founder

Merrill Lynch

Assistant Vice President

Sr. Portfolio Advisor

Portfolio Advisor

TD Ameritrade

Sr. Financial Consultant

American Savings Bank

Personal Banker

Cedar Point Country Club

Assistant Tennis Pro

I empower individuals, strengthen families, and grow businesses.
👇🏾
How much should I save?
How do I budget better?
What should I know before buying a home?

What are my 401(k) options when I change jobs or retire?
Will I run out of money in retirement?

How do I have financial discussions with my family?
Will my family be secure if something happens to me?
How should we handle finances together in our marriage?

How do I teach my kids about money?
How much should I save for my or my child's education?

What is the best investment choice for me?
Are my investment fees too high?
How do I preserve my assets?

What happens if I have to care for my parents?
What do I do when a loved one dies?

I'd love to hear your story and discuss how we can establish a strategy to help accomplish what's important to you. Our initial consultation can be via phone, video call, or in-person.

Alexander Bischoff

taplio

The Battle

Christopher Swan, CFP®, MBA

Alexander Bischoff

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