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

Jonathan H. Swanburg, CFP®

JD,MBA

President

TSA Wealth Management

5718 Westheimer Rd, Ste 950
Houston, TX 77057-5782
FINANCIAL ADVISOR'S WEBSITE
(713) 735-9228 CONNECT WITH Jonathan
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General

Jonathan Swanburg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TSA Wealth Management in Houston, TX and the surrounding communities.

Financial Advisor Overview

Jonathan started his career in 2009 and was the head of financial planning for Tri-Star Advisors before founding TSA Wealth Management in 2022. Today, Jonathan continues to prioritize serving clients, with a singular focus on retirement planning. Jonathan has received numerous industry awards for his work in the wealth management profession, is regularly cited in national publications, and writes TSA Wealth Management’s weekly note. Jonathan studied economics at Pepperdine and later attended business and law school at Baylor. In 2013, Jonathan earned the Certified Financial Planner® designation.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources