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

Capital One

Inside Sales Manager

Senior Relationship Manager

Relationship Manager Coach

Relationship Manager

Enterprise Holdings

Senior Sales Consultant

Sales Consultant

Branch Manager

Assistant Manager

Management Trainee Program

Peak Campus

Leasing Agent

Foster Communications

DJ / Board Operator 94.7 KIXY

Angelo State University

Event Coordinator

Inside Sales Manager with a demonstrated history of Business and Sales Management. Skilled in Business to Business Account Management, Sales, Training and Development, Public Speaking, and Leadership. Strong sales professional with a Bachelor's degree focused in Marketing from Angelo State University.

Allen Bennett

taplio

The Battle

Christopher Swan, CFP®, MBA

Allen Bennett

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