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Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Approaching retirement Retired
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Joseph R

Series 65

Corinth, TX

Tooth & Coin Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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Charles F

Series 63, Series 65

Frisco, TX

Avenue Retirement Services

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Retired
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Steven B

CFP®

The Colony, TX

Bloch Private Wealth, LLC

General tax planning Business exit / sale strategy
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Michael A

Series 63, Series 65, Series 66

Denton, TX

Red Tree Investments

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Dale M

CFP®, Series 63, Series 65

Highland Vlg, TX

Financial Advantage

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Mark S

Series 63, Series 65

Lantana, TX

Stoecker Financial, Inc.

Retirement income strategy General tax planning Cash flow / budgeting Wealth management Passive / index investing
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Niels B

CFP®, Series 63, Series 66

The Colony, TX

Anchory, LLC

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies General estate planning guidance
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Angelo P

CFP®, Series 65

Lewisville, TX

Global Financial Advisor I, LP

Active portfolio management Options & derivatives strategies
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Quinn S

CFP®, Series 63

Denton, TX

P38 Enterprises, Inc.

Annuities Options & derivatives strategies Real estate investing
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