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Specialties
Mike Swafford is a dedicated and seasoned financial advisor with a wealth of experience guiding individuals and businesses towards financial success.
Currently an invaluable member of the Equitable Financial team, Mike joined their Dallas office after an impressive tenure at his previous firm. As a seasoned Certified Financial Planner™ professional (CFP) and Certified Divorce Financial Analyst (CDFA), he has honed his expertise in retirement planning, aiding business owners in crafting comprehensive retirement solutions, and providing crucial support to individuals managing their financial health through and after divorce. Mike has helped hundreds of businesses, large and small, set up and implement their 401k plans, so he offers a unique and extensive background to business owners. Mike's commitment extends beyond the boardroom, reflecting a deep understanding of unique financial considerations. He has a passion for helping young athletes navigate the complex terrain of financial planning as they grow their careers from high school to college and on to the professional level. Additionally, his compassionate approach shines through in assisting families with special needs children, a cause close to his heart, as two of his own children require special medical attention. Originally from Chicago and by way of Little Rock, AR, Mike has made Dallas and Equitable Financial his home. Beyond his professional commitments, he is a devoted family man, married with three active boys at home and two daughters in college. Mike's love for football, rooted in his college-level playing experience, adds a unique dimension to his financial advisory skills. With his Certified Financial Planner™ professional (CFP) designation and Certified Divorce Financial Analyst expertise, Mike Swafford is a trusted advisor at Equitable Financial, where he guides individuals and businesses towards financial success with a personalized and compassionate approach
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Always free for clients.
CFP, ChFc, CLU, CDFA
Chartered Designations
What do these credentials mean?
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