Cratty & Swanson Advisors L.L.C. invests in your unique retirement planning requirements to ensure you secure a stress-free retirement. We develop and nurture life-long relationships with our clients for two reasons. From a pragmatic perspective, it fosters mutually rewarding partnerships. At our core, we care deeply about people of all ages and their long-term retirement planning needs.
Cratty & Swanson Advisors L.L.C. Goals ~
- Provide the highest Quality Products and Top-Rated Carriers
- Assist clients regarding the latest economic trends and developments so you may achieve your retirement planning objectives
- Leverages nearly 25 years of experience to deliver the best possible retirement planning solutions
- Personally counsel and vest in clients as if they were family
Our goal is to deliver world-class retirement planning services, while never losing sight of your objectives. Our experienced, personalized and personable approach helps change the lives of clients who can now gain control of their retirement future. We hope that they will enjoy a level of security they didn’t think possible.
Michael Cratty is an investment advisor representative of Cratty & Swanson Advisors L.L.C. a State registered independent investment advisor, serving customers in Seal Beach, California and surrounding communities. Micheal Cratty’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Michael B. Cratty
President of Cratty & Swanson Advisors L.L.C.
Michael began his investment career in 1992 after serving in the United States Army as a communications systems circuit controller stationed in South Korea. He was a registered representative for several FINRA registered boutique broker dealers in Southern California. He concentrated his time on investments specializing in energy operations, waste disposal projects, entertainment, real estate development, and mutual funds.
In time, Michael went on to form and serve as the principal of an online-based FINRA registered broker dealer and later served as the principal for a traditional FINRA registered broker dealer. He also has served on numerous executive boards as a director. After the financial meltdown of 2008, Michael moved his focus to offering his clients products that would help provide safety of principal and potential growth.
Michael attended the University of Kentucky majoring in Political Science. He lives in Los Alamitos, California with his wife and children.
Monique S. Swanson
Vice President of Cratty & Swanson Advisors L.L.C.
Monique began her financial career in 1992 as a junior staff accountant for a small private CPA firm in Southern California while attending college. She eventually moved on to work as a staff accountant for several small boutique investment firms in Southern California. She saw first-hand the importance of providing clients world-class service. These investment companies specialized in advisory services, energy operations, waste disposal projects, real estate development, commercial loan origination, receiverships, and insurance products. Monique has a passion for seeing her clients achieve their financial goals and aims to give them peace of mind with regard to their financial future.
Monique earned her B.S. in business administration with a focus in finance. She has served as a financial strategist on an executive board for one of the country’s major political parties. Monique lives in Los Alamitos, California with her husband Mike and their three children; Nicholas, Cassandra and Carly.