Who We Are
Swan Retirement Planning: Personalized Financial Solutions for Your Unique Life
Planning With Purpose, Not Products
Swan Retirement Planning was built around a simple idea: financial planning works best when it’s grounded in people, not products.
Founder Gabe Swan has spent his career working with individuals and families who want their financial lives to reflect how they actually live, think, and prepare for the future. His approach is shaped by listening, education, and a genuine interest in the choices people make over time.
A Career Built on Understanding the Full Picture
Gabe’s professional path spans investments, insurance, banking, and financial education. Along the way, one thing became clear — people often feel overwhelmed by financial information presented without context.
Rather than focusing on one-off transactions, Gabe was drawn to work that allowed him to see the whole picture: income, taxes, investments, estate considerations, and lifestyle goals working together.
That philosophy ultimately led to the creation of Swan Retirement Planning.
One Advisor. One Coordinated Plan.
As a boutique firm, Swan Retirement Planning offers something increasingly rare: continuity.
Clients work directly with Gabe, benefiting from comprehensive oversight across all areas of their financial lives. The process is efficient, transparent, and designed to give clarity early, so expectations are clear and decisions feel grounded.
In many ways, the relationship resembles that of a family office advisor — consistent, long-term, and built on trust.
Investment Advisor
Gabe Swan
Swan Retirement Planning
Community Involvement: Giving Back to Our Roots
Supporting the Ventura Botanical Gardens
Our partnership with the Gardens allows us to contribute to a space that offers peace, beauty, and education to our community. We are proud to be part of an initiative that not only enhances our local environment but also provides a serene backdrop for residents and visitors alike to enjoy.
Join Us in Making a Difference
At Swan Retirement, our collaboration with Vitalant, once known as United Blood Services, reflects a shared commitment to community well-being. By donating blood and platelets, we’re part of a crucial network that supports a variety of medical needs, not just in emergencies but also in ongoing treatments for cancer patients, premature infants, and others requiring life-sustaining interventions. It’s a concrete way we contribute to public health, ensuring our actions have a direct, positive impact on lives across our community.
Vitalant’s system of notifying donors when their donation is used adds a personal touch to the process, making the act of giving both meaningful and gratifying. While we’re informed about the specific uses of our donations, it’s the broader picture that motivates us. The ongoing demand for blood and platelets means our commitment must be steadfast. In fulfilling this need, we not only embody the trust placed in us by our community but also reinforce our role as an active participant in a system that relies on each of us to make a difference.
Your Financial Journey Starts with Us
At Swan Retirement Planning, your dreams and goals are at the heart of what we do. We invite you to start your financial journey with us—a journey of personalized care, professional expertise, and a commitment to you and our community. Plan your future with an advisor who starts with you, and experience the difference that personal touch can make in achieving your financial goals.