Thomas Swan has been awarded the Chartered Retirement Plan Specialist designation from the College of Financial Planning. His business is focused on Retirement and Estate Planning for pre-retirees and retirees. He holds a Series 6, 7, 63, and 26 Securities licenses and Life and Health Insurance licenses. He is licensed to conduct business in California, Nevada, Washington, Arizona, and Wisconsin. He has 32 years of experience in the financial services industry.
Thomas Swan is happily married to his best friend, Georganna. They have a daughter and twin grandsons. He is active in the community as a member and past-president of the Rotary Club of Ventura-East, proudly serving on the board of directors for the Ventura Boys and Girls Club, and is a charter member of the Ventura Botanical Gardens.
In his free time he enjoys traveling, playing golf, and playing baseball with his grandsons. When not helping others you would probably find him involved with community projects, beach days, or reading a good book.