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Samuel Swift (CFA, CFP®)

Samuel Swift focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Sam Swift, CFA, CFP® specializes in portfolio management and providing wealth management solutions to the clients of TCI.

After earning his Bachelor of Science in Finance from the Eller College at the University of Arizona, Sam joined TCI as a paraplanner and is currently in charge of portfolio management as well as in-house research and analysis.  He is a member of TCI’s Investment Committee and is integrally involved with not only the design and implementation of client portfolios but also the continual analysis of the best investment solutions available to the clients of the firm. During the last four years, Sam has focused his efforts on changing lives by helping clients better understand their investing options. Sam earned the right  to use the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP® professional in 2013.

Sam and his wife Veronica were both born and raised in Tucson and they enjoy the many activities that the Arizona climate allows for year-round including golf, tennis, biking and slow-pitch softball.

Additional Information

NAPFA Start Date

May 14, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4011 E Sunrise Dr Tucson, AZ 85718-4333 Phone: (877) 733-1859 Fax: (520) 733-1488
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