Broker Check
Craig Swan

Craig Swan

Founder & Personal Wealth Advisor

Craig Swan is the founder of Swan Wealth Management and close to 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, and 66 securities licenses: and life and health insurance licenses. He has also earned the Registered Financial Consultant (RFC) designation which is awarded to advisors based on ethics, education, and experience within the industry. Lastly, he holds the Accredited Investment Fiduciary ® (AIF ®) designation, which represents a thorough knowledge of how to apply fiduciary practices to legally represent his client's best interest. 

As a Smartvestor Pro ( formerly called ELP) for over 10 years for Dave Ramsey, Craig strongly believes in the Baby Steps for wealth accumulation.

He is committed to giving back to his community and has served on the board of directors at High Plains Helping Hands Food Pantry.

Craig enjoys spending his leisure time camping and hiking in Colorado's beautiful mountains, which he loves. Other interests include spending time with family and, of course, cheering on the Denver Broncos. He lives and attends Church in Monument.