About Swan Shen

Swan Shen, CFP®, ChFC®, CRPC®, MBA

President of Holistic Financial & Retirement Group

As a founder of Holistic Financial & Retirement Group, Swan has over 20 years of financial industry experience helping clients and families achieving their financial goals. She holds professional designations such as CFP® (Certified Financial Planner) from The American College of Financial Services, ChFC® (Chartered Financial Consultant) from The American College of Financial Services, CRPC® (Chartered Retirement Planning Counselor) from College for Financial Planning. Swan also obtained MBA (Master’s degree in Business Administration) from University of Massachusetts Dartmouth and Bachelor’s degree in Economics. Swan worked at a local credit union as Financial Advisor for 13 years. As a trusted advisor, Swan focuses on building long-term relationships with clients and their families while they navigate through life stages.

Swan is happily married with two daughters, resides in Andover, MA. In her leisure time, Swan enjoys reading, spending time with family and friends, yoga, tennis, music, and world travel.