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Henry A. Swan, Chfc, Clu Email & Phone Number
Financial Consultant and Retirement Planning Specialist
at
Optimal Planning Partners, Inc.
2 work emails found
@comcast.net
4 phones found area 708
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant and Retirement Planning Specialist
Location
Matteson, Illinois, United States
Company size
Who is Henry A. Swan, Chfc, Clu? Overview
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Quick answer
Henry A. Swan, Chfc, Clu is listed as Financial Consultant and Retirement Planning Specialist at Optimal Planning Partners, Inc., a with 9 employees, based in Matteson, Illinois, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 708, and a matched LinkedIn profile for Henry A. Swan, Chfc, Clu.
Henry A. Swan, Chfc, Clu previously worked as Financial Consultant/Retirement Planning Specialist at Optimal Planning Partners, Inc. and Managing Partner at Legacy Advisors, Llc. Henry A. Swan, Chfc, Clu holds Retirement Forum from University Of Pennsylvania - The Wharton School.
Company email context
Email format at Optimal Planning Partners, Inc.
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*@comcast.net
71% confidence
AeroLeads found 2 current-domain work email signals for Henry A. Swan, Chfc, Clu. Compare company email patterns before reaching out.
Profile bio
About Henry A. Swan, Chfc, Clu
Henry is a native Chicagoan. He spent 10 years as an architectural draftsman and project manager before joining Equitable Advisors in 1977. He works with a team of financial professionals to help business owners, physicians and individuals create strategies to pass on their legacies to future generations by managing and protecting their wealth more tax efficiently.Henry holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations. He has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Retirement Planning Certificate from the Wharton Business School at the University of Pennsylvania.He has served as a board member of the Chicago Chapter of the Society of Financial Services Professionals. He is a charter member of the African American Advisory Committee of the American College for Financial Services Professionals in Bryn Mawr, Pennsylvania and of P.A.C.E., the American College’s program to recognize its alumni for the highest standards in professional development.Henry has conducted Financial Empowerment Seminars nationwide for Equitable Advisors and Black Enterprise Magazine. He has appeared frequently as an expert guest on Black Enterprise’s television program, ‘Black Enterprise Report’. He has also been a featured speaker before the National meetings of the National Association of Black Accountants, the National Association of Healthcare Service Executives and the National Basketball Retired Player Association.
Listed skills include Retirement Planning, Insurance Strategies, Business Succession Planning, Executive Benefits Planning, and 3 others.
Current workplace
Henry A. Swan, Chfc, Clu's current company
Company context helps verify the profile and gives searchers a useful next step.
Optimal Planning Partners, Inc.
7 roles · 58 years
Henry A. Swan, Chfc, Clu work experience
A career timeline built from the work history available for this profile.
Financial Consultant/Retirement Planning Specialist
CurrentI have over 46 years of experience working helping individuals and the owners of closely held businesses become comfortable in developing and implementing tax efficient strategies to grow and protect their wealth.I have found that many individuals work tirelessly in their businesses on their jobs and never find the time to time to plan for their financial security. This can leave them unnecessarily exposed to many risks such as: the loss of income due to death or disability, adverse tax consequences, loss of key employees, insufficient financial reserves and not being able to pass their financial legacies on to the next generation. By leaving these important issues unresolved, they could be jeopardizing their future and the security of the people they care about. I use a unique series of programs to help our clients understand their current situation and create a plan for their financial future.
Aug 2020 - Present
Managing Partner
I have over 40 years of experience working helping individuals and the owners of closely held businesses become comfortable in developing and implementing tax efficient strategies to grow and protect their wealth.I have found, that many business owners only work in their business and never find the time to work on their business. Likewise, many individuals never seem to find the time to plan for their financial security. This can leave them unnecessarily exposed to many risk such as: the lossof income due to death and disability, adverse tax consequences, loss of key employees, insufficient financial reserves and not being able to pass their businesses on to the next generation. By leaving these important issues unresolved, they could be jeopardizing their future and the security of the people they care about. I use a unique series of programs to help our clients understand their current situation and create a plan for their financial future.
Jan 2009 - Aug 2020
Executive Vice President, Branch Manager Chicago
Axa Advisors,Llc
Responsible for the production growth of the Chicago Branch.
Feb 2001 - Jan 2009
1974 - Jun 1977
Job Captain & Project Manager
Andrew Heard & Associates, Architects
Coordinated the production of the construction documents and building specs.
1972 - 1976
~4 yrs
Tactical Officer
Illinois National Guard
Trained recruits to be commissioned officers in the United States Army
1969 - 1974
~5 yrs
4 education records
Henry A. Swan, Chfc, Clu education
Retirement Forum
Education record
The American College Of Financial Professionals
Education record
Education record
Tilden Technical High School
FAQ
Frequently asked questions about Henry A. Swan, Chfc, Clu
Quick answers generated from the profile data available on this page.
What company does Henry A. Swan, Chfc, Clu work for?
Henry A. Swan, Chfc, Clu works for Optimal Planning Partners, Inc..
What is Henry A. Swan, Chfc, Clu's role at Optimal Planning Partners, Inc.?
Henry A. Swan, Chfc, Clu is listed as Financial Consultant and Retirement Planning Specialist at Optimal Planning Partners, Inc..
What is Henry A. Swan, Chfc, Clu's email address?
AeroLeads has found 2 work email signals at @comcast.net for Henry A. Swan, Chfc, Clu at Optimal Planning Partners, Inc..
What is Henry A. Swan, Chfc, Clu's phone number?
AeroLeads has found 4 phone signal(s) with area code 708 for Henry A. Swan, Chfc, Clu at Optimal Planning Partners, Inc..
Where is Henry A. Swan, Chfc, Clu based?
Henry A. Swan, Chfc, Clu is based in Matteson, Illinois, United States while working with Optimal Planning Partners, Inc..
What companies has Henry A. Swan, Chfc, Clu worked for?
Henry A. Swan, Chfc, Clu has worked for Optimal Planning Partners, Inc., Legacy Advisors, Llc, Axa Advisors,Llc, United States Army Reserve, and Andrew Heard & Associates, Architects.
How can I contact Henry A. Swan, Chfc, Clu?
You can use AeroLeads to view verified contact signals for Henry A. Swan, Chfc, Clu at Optimal Planning Partners, Inc., including work email, phone, and LinkedIn data when available.
What schools did Henry A. Swan, Chfc, Clu attend?
Henry A. Swan, Chfc, Clu holds Retirement Forum from University Of Pennsylvania - The Wharton School.
What skills is Henry A. Swan, Chfc, Clu known for?
Henry A. Swan, Chfc, Clu is listed with skills including Retirement Planning, Insurance Strategies, Business Succession Planning, Executive Benefits Planning, Estate Planning, Annuity Services, and Pension Distribution Planning.
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