Sam Swift, CFA, CFP®, AIF®

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Sam Swift, CFA, CFP®

Sam Swift, CFA, CFP®, AIF® is the Chief Investment Officer (CIO) and the Director of Retirement Plan Services at TCI Wealth Advisors (“TCI”). After earning his Bachelor of Science in Finance from the Eller College of Management at the University of Arizona, Sam joined TCI in 2006 and became a shareholder in 2012.  Sam earned the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP® professional in 2013.

Sam is a board member and volunteer teacher for the TCI Foundation. He is also the President of the Board of Directors for the Primavera Foundation. Sam and his wife Veronica, both born and raised in Tucson, are very committed to their families and the improvement of the Tucson community. They enjoy the many activities that the Arizona climate allows for year-round including golf, hiking, and making sure their toddler, Michael, does not put rocks in his mouth.

“Having grown up around the business and watching TCI evolve from the kitchen table to what it is today, I have a strong desire to maintain the culture here and ultimately change the industry for the better. I am passionate about working with young professionals to achieve far better financial outcomes and achieve peace of mind.”


4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488


6929 Greenway Pkwy.
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574


150 W. Dale Ave.
Flagstaff, AZ 86001
Phone: (928) 226 -0868


4757 Caughlin Pkwy.
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Santa Fe, NM 87501
Phone: (505) 982-3808


1228 15th St.,
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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