Sam Swift, CFA, CFP®, AIF®

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Sam Swift, CFA, CFP®

Sam Swift, CFA, CFP®, AIF® specializes in portfolio management and providing wealth management solutions to the clients of 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. He is currently the director of the ASPIRE program aspirebytci.com for young professionals and a member of the Investment Committee conducting research and analysis that guides portfolio construction for TCI clients. 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 also serves on the Primavera Foundation board of directors. 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, tennis, biking, slow-pitch softball and playing outside with their dogs.

“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.”

Tucson

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

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

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

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
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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