Tim Swanson on Clubhouse

Bio

Financial Advisor passionate about Socially Responsible Investing & ESG
👨‍👩‍👧‍👦 Father of 2 and loving husband

Feel free to ping me into rooms with interesting conversation!

I work incredibly well with analytical people 📊 that have a big heart 💖 like many conscious entrepreneurs.

I run free online monthly financial literacy/education workshops for US based teenagers and young adults. Reach out for more details!

Background/Past Experience:
🎓 Built an online investment education service
💡 Conscious Entrepreneur/Founder (2x Successful Exits)
⚓ Nuclear Engineer and Navy Submarine Officer
✈ Tactics Instructor teaching fighter pilots

I'm passionate about Socially Responsible Investing ♻ and educating people on their options 📚 Does sustainable investing sacrifice performance? I can help you separate fact from fiction to develop an informed conclusion supported by sound analysis. 🏆

If making a positive impact with your investments intrigues you, we should talk!

Trusted resource for:

👴🏾👵 Retirement Planning ✔
🏢 Employer Stock Compensation ✔
🏰 Wealth Strategies ✔
💞 Charitable Planning ✔
🎓 Education Savings ✔
🏛 Estate Considerations ✔
🦺 Life and Long Term Care Insurance ✔

I take the time to understand what's most important to people in order to create tailored solutions to help them achieve their financial goals.

Nerdy indulgences: Star Trek, karaoke, fantasy football, board games, growth mindset

Reach out to me on LinkedIn to learn more about each other!

www.LinkedIn.com/in/timswansonseattle