Our team approach adds perspective to all we do and provides increased benefits to our clients. Meet Our Team Craig Swan Founder & Personal Wealth Advisor (719) 684-4485 email@example.com Craig Swan is the founder of Swan Wealth Management and offers around 20 years of experience in the financial services industry. Craig holds a Bachelor of Science degree in Finance from Lubbock Christian University: FINRA Series 7, 63,... Read more Joel Karban, MA Personal Wealth Advisor 7208107896 firstname.lastname@example.org Joel P. Karban has earned a Bachelor’s degree from Southern Illinois University at Carbondale as well as completed a Master’s degree at the University of New Mexico in Albuquerque. Joel holds the FINRA Series 7 (General... Read more Lisa Swan Office Manager (719) 684-4485 Lisa works behind the scenes by helping with paperwork and making sure the office is always running smoothly. Lisa is gifted in details and patience, so she is a great addition to our team! In addition to making sure the office runs... Read more Cambridge Virtual Assistant Operations Team (719) 684-4485 Through a partnership with my broker-dealer, Cambridge Investment Research, Inc., I have access to a team of specialists who allow me to spend less time on administrative tasks and more time focusing on helping you meet your financial... Read more Certified Financial Planner™ or CFP® At Swan Wealth Management, we have access to several Certified Financial Planning™ professionals who specialize in advanced planning strategies on particular client situations for tax planning, estate planning, risk protection and special needs situations.At times, we will ask for opinions from a CFP® certificate when necessary for client advice on the financial planning process and advanced planning strategies. Chartered Financial Analyst or CFA At Swan Wealth Management, we have access to Chartered Financial Analysts (CFA). These experts assist in the aspects of the portfolio design and managing the risk. Cambridge Investment Research Inc. Our Broker-Dealer Cambridge, who just celebrated their 30th Anniversary, is a leader as an Independent Broker Dealer by winning numerous awards for their support and service. Please click here to learn more about my support team, Cambridge Investment Research, and to see how they partner with us along the journey. Consulting Team We work with a lot of people on our team that are behind the scenes. Since we are trying to provide a comprehensive solution and we are not experts in every area of finance, I want to surround you with a "Team of Trusted Professionals." At Swan Wealth Management, we have access to the following expert opinions and strategies from the following specialists to serve you in excellence. Trusted Local Professionals in Colorado It is important that we help our clients look at the entire picture of their financial lives. Therefore, as a value-added service, we screen local professionals in the area to verify they are a good match to our "Team of Trusted Professionals."CPAEstate Planning AttorneyProperty & Casualty Insurance Agents for your Home & AutoInsurance Specialist for Life and Long Term CareRealtorMortgage Loan SpecialistPlease ask if you are looking for a professional that you don't see!