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

Vice President | Business Banking Relationship Manager

Frost

Vice President | Business Banker III

Bank of America

Act as the Austin market Wealth Management Small Business Banker in partnership with Merrill Lynch to support and enhance strategy to acquire and deepen small business client relationships.

Vice President | Small Business Banker

Establish, build, and deepen business banking relationships with new and existing clients.

Assistant Vice President | Senior Small Business Relationship Manager

Setup and service customer accounts(mortgages, checking, savings, CD's, small business, home equity, credit card). Train new and existing employees on sales strategy and system navigation.

Officer | Senior Personal Banker

Kenedy Ranch

Managed wildlife population(feeding pastures, managed water production in pastures). Managed cattle population(building fences, feeding pastures, cutting and dehorning).

Ranch Manager Assistant

I am a Business Banker dedicated to helping business owners achieve their short term and long term goals. With over 16yrs of experience in financial services, my primary intentions are to build relationships with clients and to deliver solutions that make their financial lives easier.

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The Battle

Christopher Swan, CFP®, MBA

Nathan Strubhart

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