Jonathan H. Swanburg,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan H. Swanburg, CFP®

JD,MBA

Tri-Star Advisors

5718 Westheimer Rd, Ste. 950
Houston, TX 77057
FINANCIAL ADVISOR'S WEBSITE
(713) 735-9228 Contact Me

General

Jonathan Swanburg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tri-Star Advisors in Houston, TX and the surrounding communities.

Financial Advisor Overview

Areas of expertise include fixed income investing, managing leverage, cash flow, retirement planning, and charitable giving.

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Financial Advisor Experience

Jonathan has been with Tri-Star since 2009. Today he leads the firm's financial planning practice. He has an extensive fixed income background having starting his career analyzing mortgage backed securities, municipal bonds, and structured notes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Real Estate, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources