John P. Schwan
Founder, President & CEO
John’s 30 plus years of experience helping people, have continually motivated him to build a Multi-Family Private Office focused on servicing clients’ most basic and sophisticated needs at the highest personal level.
He developed The Ideal Plan Process™, which follows a proven process to develop a customized plan most suited to their individual situation and needs. This process involves several well-designed steps to help the client maintain control and create synergy amongst all advisors; but most importantly, taking action with confidence and the capability to manage it. It always focuses on measurable results.
John has been internationally recognized and speaks across the country about the processes and culture that has optimized the results for so many clients. John has been the engineer behind developing the professional team at Schwan Financial Group. John and the team at SFG are uniquely qualified to help clients realize their dreams and goals by implementing strategies to reach them.
“How can you manage what you can not measure.”
Sarathi Giridhar, CPA, CFP®
Vice President, Partner
Sarathi is accountable for the Estate Analysis Team ensuring detailed and accurate assessment of current client situations as well as finding appropriate solutions and opportunities. This includes document and financial statement review, tax research and strategies, case design enhancement and hypothetical tax scenarios. Sarathi also coordinates with internal and external advisors to accomplish client goals and objectives. Sarathi’s 25 plus years of tax experience as well as financial planning training equips her to oversee the planning, enactment and maintenance of clients’ Master Plans.