SEAN SWANSON

SEAN SWANSON

FINANCIAL ADVISOR
CLU®, RICP®, LUTCF

Sean has 22 years of experience helping people succeed financially. Now, as a Senior Fiduciary Advisor with the resources and shared expertise of the entire Retire SMART team and planning process, Sean believes there’s a winning formula for client success.  “I am a servant and coach at heart.  I became a financial advisor to help coach and educate clients on how to make wise financial decisions.  I greatly enjoy helping people live out the retirement of their dreams”. 

He met David Brooks through his son Ian’s first radio program, and once Sean understood what David was doing and building at Retire SMART, “I knew it would be a great fit for me and provide an opportunity to pursue my passion for helping people succeed in retirement.”

Sean has been married to his lovely wife Julie for 33 years, has three adult children and two grandchildren. To appreciate all his talents, watch Sean and his daughter Allie perform their version of a father-daughter wedding dance, with over 2.4 million views online.  Search YouTube for “best father daughter dance Swanson”.

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