About

Established in April 2020, Swales Financial offers exclusively fee-based financial planning and portfolio management services to private clients primarily in the Boulder, Colorado area. We seek to help individuals and families by following two guiding principles.

TRUST WE

  • Provide valuable advice for a fair fee

  • Act only in your best interest

  • Utilize leading solutions and technology

EMPOWER YOU

  • Customize services to your specific needs

  • Deliver timely information and educational resources

  • Adapt to changing circumstances

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Christopher Swales, CFA®

Advisor

With the launch of Swales Financial in 2020, Christopher aims to fulfill his vision of creating an independent fiduciary practice offering truly personalized advice. He takes a deeply analytical approach to developing efficient and transparent solutions for clients to discover a clear and achievable path toward their evolving goals.

Leading to the opening of his firm, Christopher benefited from diverse experience in the retail financial services industry. Early in his career, he built his investment foundation as a securities broker and financial advisor. Transitioning into supervision, he enjoyed a tenure as a Vice President within the Risk & Control team of Citi Personal Wealth Management before returning to work directly with individuals and families.

An Eastern Pennsylvania native, Christopher now lives in Erie, Colorado with his wife and three sons. He earned a B.S. from Cornell University in 2005 and the Chartered Financial Analyst® designation in 2010.

To access current regulatory filings, please reference the Investment Adviser Public Disclosure site, a service of the United States Securities and Exchange Commission