My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists.
I am a full service financial advisor specializing in Retirement Income Planning.
I have two conveniently located offices in Ventura and Westlake Village.
I have been in the financial services industry for 26 years. Drawing on this experience, I have
become your local IRA and 401k Rollover expert.
The investments you created when you were 30-40 years old may not serve as well in your retirement years. Accumulation of assets becomes less important in favor of creating sustainable income. This is what I do every day; create, implement and monitor plans to drive sustainable predictable income to my clients that will provide them with income that will last their lifetime and permit them to meet life’s daily challenges.
I am happily married to my best friend, Georganna. We have a daughter, Jennifer, and twin grandsons Andreas and Thorin who
are on track to be Eagle Scouts. I am active in community service as a proud member and past-president of the Rotary Club of
Ventura-East and I am a member of a trusted advisor networking group.
Securities offered through Western International Securities, Inc. Member FINRA/SIPC. Retirement Income Specialists and Western International Securities, Inc.,
are separate and unaffiliated entities. CA Insurance License #0823117.
Events this person is involved with:
- Maximizing Social Security: MTSVACEC0618
- Maximizing Social Security: MTSVACEC0626
- Maximizing Social Security: MTSVACEC0827
- Maximizing Social Security: MTSVACEC0828
- Maximizing Social Security: MTSVACEC0919
- Maximizing Social Security: MTSVACEC0918
- Maximizing Social Security: MTSVACEC1009
- Maximizing Social Security: MTSVACEC1010
- Principles of Retirement Planning: PSVACEC1020
- Principles of Retirement Planning: PSVACEC1117
- Women In Retirement: WTSVACE1107
- Women In Retirement: WTSVACE1108
- Maximizing Social Security: MTSVACEC0122
- Maximizing Social Security: MTSVACEC0123
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