Craig Swan Email & Phone Number
Wealth Manager - Dave Ramsey Investment ELP @ Cambridge Investment Research, Inc.
Craig Swan's Location
Colorado Springs, CO, US
Craig Swan's Work
- Wealth Manager - Dave Ramsey Investment ELP @ Cambridge Investment Research, Inc.
- Board Member and Volunteer- Helping Hands Ministries @ High Plain Helping Hands Food Pantry
- Wealth Manager @ Summit Wealth Group
- Investment Adviser, Customer Service and Operations @ Financial Services
Craig Swan's Education
- Lubbock Christian University
Bachelor of Science in Financial Analysis (Finance)
1996 - 2000 - Derby High School1992 - 1996
Craig Swan's Skills
- Estate Planning
- Alternative Investments
- Wealth Accumulation
- Retirement Planning
- Passive Investment
- Fee Based
- Charitable Giving
- Portfolio Management
- Financial Services
- Mutual Funds
Craig Swan's Summary
Craig Swan, based in Colorado Springs, CO, US, is currently a Wealth Manager - Dave Ramsey Investment ELP at Swan Wealth Management, bringing experience from previous roles at High Plain Helping Hands Food Pantry, Summit Wealth Group and Financial Services. Craig Swan holds a 1996 - 2000 Bachelor of Science in Financial Analysis in Finance @ Lubbock Christian University. With a robust skill set that includes Estate Planning, Alternative Investments, Wealth Accumulation, Retirement Planning, Passive Investment and more, Craig Swan contributes valuable insights to the industry.
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