Henry Swan Email & Phone Number
Financial Consultant and Retirement Planning Specialist @ Optimal Planning Partners, Inc.
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Henry Swan Location
- Matteson, IL, US
Henry Swan Work
- Financial Consultant and Retirement Planning Specialist @ (August 2020 - Present)
- Managing Partner @ Legacy Advisors, LLC (January 2009 - August 2020)
- Executive Vice President, Branch Manager Chicago @ AXA Advisors,LLC (February 2001 - January 2009)
- Captain, Infantry Company Commander @ (January 1974 - June 1977)
- Job Captain and Project Manager @ Andrew Heard & Associates, Architects (January 1972 - January 1976)
- Tactical Officer @ Illinois National Guard (January 1969 - January 1974)
Henry Swan Education
- University of Pennsylvania - The Wharton School
(Retirement Forum)
2007-2025 - Chicago State University 1965-1967
- Tilden Technical High School 1962-1965
- The American College of Financial Professionals
Henry Swan Skills
- Retirement Planning
- Insurance strategies
- Business Succession Planning
- Executive Benefits Planning
- Estate Planning
- Annuity Services
- Pension Distribution Planning
- ChFC
- CLU
- Swan
Henry Swan Summary
- Henry Swan, based in Matteson, IL, US, is currently a Financial Consultant and Retirement Planning Specialist at Optimal Planning Partners, Inc.. Henry Swan brings experience from previous roles at Legacy Advisors, LLC, AXA Advisors,LLC, United States Army Reserve and Andrew Heard & Associates, Architects. Henry Swan holds a 2007 - 2025 University of Pennsylvania - The Wharton School. With a robust skill set that includes Retirement Planning, Insurance strategies, Business Succession Planning, Executive Benefits Planning, Estate Planning and more. Henry Swan has 3 emails and 1 mobile phone numbers on RocketReach.
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