Who We Are

Swan Retirement Planning: Personalized Financial Solutions for Your Unique Life

Planning Your Financial Future with a Personal Touch

At Swan Retirement Planning, we believe that financial planning is more than just managing portfolios; it’s about understanding and empowering individuals and families to achieve their personal and financial dreams. Whether relaxing on a beach in Bora Bora, living in your dream home, or enjoying an active, engaged retirement, our planning process begins with getting to know you.

We see each client as unique, with their own stories, dreams, and goals. Our approach is to start with you—your life, priorities, and vision for the future. This personal connection forms the foundation of a financial plan that truly reflects who you are and what you want to achieve.

A Commitment to Care and Attention

As a private advisor, the care and attention we provide to our clients mirror the dedication we have for our own growing family. We understand that your financial aspirations are deeply personal, and we treat them with the same level of importance and confidentiality.

With over a decade of professional experience in retirement planning and wealth management, we have the expertise to navigate the complexities of investments and insurance. This expertise, combined with a deep understanding of your unique situation, allows us to craft customized solutions that simplify your life and bring clarity to your financial future.

Our Expertise: Your Advantage

Our team’s extensive experience in the financial sector equips us with the tools and knowledge to manage the most intricate aspects of retirement planning and wealth management. We stay abreast of the latest trends and regulations in the financial world, ensuring that your financial strategy is not only robust but also compliant and forward-thinking.

cpa partner

Investment Advisor

Gabe Swan

Swan Retirement Planning

cpa partner

CPA Partner

Rob Attema

Attema Public Accounting

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Estate Planning Partner

Sasha L. Collins

Myers Widders Gibson Jones & Finegold, LLP

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Estate Planning Partner

Katherine Becker

Becker & Dehesa, LLP

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marketing advisor

Marketing Advisor

Lane Staniland

Harper Lane Productions

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Community Involvement: Giving Back to Our Roots

Supporting the Ventura Botanical Gardens

At Swan Retirement Planning, we are deeply committed to giving back to our community. One of the ways we do this is through our support for the Ventura Botanical Gardens. We believe in the importance of preserving natural beauty and fostering a sense of community, and our involvement with the Ventura Botanical Gardens reflects these values.

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.

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