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
- 2020 -now Financial Consultant and Retirement Planning Specialist @
- 2009 -2020 Managing Partner @ Legacy Advisors, LLC
- 2001 -2009 Executive Vice President, Branch Manager Chicago @ AXA Advisors,LLC
- 1974 -1977 Captain, Infantry Company Commander @
- 1972 -1976 Job Captain and Project Manager @ Andrew Heard & Associates, Architects
- 1969 -1974 Tactical Officer @ Illinois National Guard
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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