CFP®, CAP®, ChFC®, CLU®, RICP®
Matthew Swarbrick, CFP®, CAP®, ChFC®, CLU®, RICP® is a financial advisor in Arlington, TX and is in his fourth year with Thrivent Financial. As a financial planner, Matthew focuses on creating financial and retirement plans for individuals and families. Matthew strives to tailor every plan to each client’s needs, as well as provide clients with the best financial futures possible.
Matthew began taking courses with The American College in the Fall of 2012 when he started his CLU® designation. Soon after, Matthew chose to pursue his RICP® designation because he has a passion for creating retirement income plans. Matthew was one of the first eleven people in the country to complete the RICP® designation, and he did so on the first day available! Matthew just finished his last course for the Masters of Science in Financial Services degree, and he will be conferred on September 1st.
In his free time, Matthew enjoys spending time with his family, playing sports with friends, and mentoring first grade students. Matthew is also on his church’s finance committee, and he enjoys helping the church and its congregation make wise financial decisions.
Matthew earned his undergraduate degree from Baylor University with a Bachelors of Business Administration in Finance and Economics.
For his dedication to education and the financial services industry, The American College is proud to honor Matthew Swarbrick, CFP®, CAP®, ChFC®, CLU®, RICP® as the August 2013 Alumnus of the Month.