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

E Mortgage Capital, Inc. NMLS# 1416824

Mortgage Broker
All things finance as it relates to real estate

Mortgage Broker - Production Manager - Producing Loan Officer

X2 Mortgage

Mortgage Broker

loanDepot

Licensed Lending Officer

Quicken Loans

Banker

Rookie Of The Year as a Manager
Works with business owners concerning taxes

Manager

Longboard Asset Management

Series 65 licensed
Works with Financial Advisors

Alternative Investment Consultant

As an independent mortgage broker at E Mortgage Capital, I specialize in finding the best loan solutions for homeowners—not just the most convenient options for lenders. With years of experience at Rocket Mortgage and Loan Depot before transitioning to the broker side, I know how to navigate the system to get my clients better rates, lower costs, and smarter financing options.

I work with homebuyers, homeowners, realtors, financial advisors, and divorce attorneys who need a mortgage partner that prioritizes financial outcomes over lender preferences. Whether it’s securing a competitive rate, structuring a creative loan solution, or streamlining the process, I focus on getting results.

If you're looking for a mortgage broker who is transparent, goal-oriented, and committed to your financial success, let’s connect.

📅 Set up a time to discuss how we can work together.
Currently serving clients in AZ, CA, CO, TX and FL.

Twarrick@emortgagecapital.com
602-908-0065

NMLS #2008061
Company NMLS #1416824
Equal Housing Lender
www.nmlsconsumeraccess.org
www.emortgagecapital.com/licensing

Tyler Warrick (Popescu)

taplio

The Battle

Christopher Swan, CFP®, MBA

Tyler Warrick (Popescu)

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?