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Swan Retirement PlanningFinancial advisor in Ventura, CA

Swan Retirement Planning is a financial advisor at 56 E Main St Unit 205, Ventura, CA 93001, ranked #13 of 45 financial advisors in Ventura and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Ventura, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 570-3765Website ↗

Key facts

Key facts about Swan Retirement Planning
Address56 E Main St Unit 205, Ventura, CA 93001Get directions
Phone(805) 570-3765
Websitegabeswan.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ventura and 8 towns within 25 miles: Oxnard, Port Hueneme, Santa Paula, Carpinteria, Camarillo, Fillmore, Moorpark and Santa Barbara.

Based in Ventura, CAView on map

Opening hours

Opening hours for Swan Retirement Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Swan Retirement Planning

How is Swan Retirement Planning ranked in Ventura?

Swan Retirement Planning is ranked #13 of 45 financial advisors in Ventura by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Swan Retirement Planning’s hours?

Swan Retirement Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Swan Retirement Planning serve?

Serves Ventura and 8 towns within 25 miles: Oxnard, Port Hueneme, Santa Paula, Carpinteria, Camarillo, Fillmore, Moorpark and Santa Barbara. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Swan Retirement Planning?

Swan Retirement Planning has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Swan Retirement Planning?

Call Swan Retirement Planning on (805) 570-3765. The business is at 56 E Main St Unit 205, Ventura, CA 93001. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Swan Retirement Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Swan Retirement Planning (this business)—635.0 (4)NoNo
American Legacy Solutions#11634.9 (68)NoNo5.1 mi
Authentic Investment Group, Inc.#12635.0 (4)YesYes10.3 mi
Maranantha Financial#14635.0 (4)NoNo1.8 mi

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