Ryan M. Swanson AIF^®CFPA^®

Mr. Swanson is a financial professional with expertise in the field of employer sponsored retirement plans. Graduating from Binghamton University with a degree in Business Administration, he has since obtained licenses for Series 7, Series 65 as well as obtaining his life and health insurance license. Additionally, Ryan holds the prestigious Accredited Investment Fiduciary (AIF®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation, further solidifying his standing as a Fiduciary and trusted advisor in the industry.

Joining the team in 2014, Ryan has dedicated over a decade of exceptional service to Focused Wealth Management. As the Retirement Plan Solutions Manager, his primary focus is on assisting plan participants in understanding and maximizing the benefits available to them within their respective retirement plans. Ryan is dedicated to helping individuals achieve their financial goals in retirement and provides personalized guidance tailored to each participant’s unique requirements.

Ryan’s upbringing in the Hudson Valley, surrounded by family members who worked in various segments of the not-for-profit sector, instilled in him a deep appreciation for the selfless workers who contribute to these organizations and their communities. Ryan is especially humbled to be able to assist these types of organizations with their retirement plan education as well as provide retirement planning support to their staff.