Built for Trust, Decades of experience
About SWAN DFW
"Sleep Well At Night" In Dallas Fort Worth
Founded by Hector Hinojosa, CFP®, and now joined by his son Joshua, SWAN DFW Financial Solutions is rooted in family values and a clear mission—helping clients Sleep Well At Night about their finances. Hector’s been a financial planner in Dallas–Fort Worth since 1995 and earned his CFP® in 2001, bringing nearly three decades of experience to every client relationship. Over the years, we’ve guided everyone from local families to Fortune 500 employees through life’s biggest money decisions—always with a personal touch.
Our firm is proud to have doubled in size the last two years, almost entirely through client referrals—a testament to the trust we build.
We believe financial advice should feel personal, independent, honest, & truly helpful—so you can move forward with confidence, not confusion.
step 1: Initial CalL
We’ll talk about what’s on your mind, your biggest financial concerns, and see if our approach is a good match for your needs.
step 2: Taking a Deeper Dive
First Meeting – 45 Minute Video Call
Dig deeper into your financial story, current situation, and what matters most to you. We’ll discuss your values, goals, and how emotions can shape money decisions, then start collecting key details.
step 3: Define & Design a Plan
Appreciate People
Together, we’ll identify your comfort with market ups and downs, review a draft plan, and talk through “what if” scenarios and tradeoffs. Your input helps us shape a plan tailored to you.
step 4: Plan Delivery & Implementation
Stay Agile to Innovate and Improve
We’ll review your full plan, highlight what needs attention, and map out next steps—whether you want to implement on your own or partner with SWAN DFW for ongoing guidance.
Meet the Team That’s Got Your Back
Hector Hinojosa, CFP®
Founder, CERTIFIED FINANCIAL PLANNER™
Hector Hinojosa, CFP® has been working in the financial services industry since 1995. He obtained his certification as a financial planner in 2001, and he works with all types of clients, including employees at large aerospace firms in the Dallas Fort Worth area. He’s thrilled now to have worked in the industry for nearly three decades, and despite helping thousands of clients, he has never lost his zeal for assisting individuals and families.
Josh Hinojosa
Investment Advisor Representative (IAR)
Josh Hinojosa is a Fort Worth native with two years of experience in financial services, holding his Series 65 and Texas life and health insurance licenses. He earned degrees in finance and business management from Texas Wesleyan University.
As Seen On...
Our Philosophy
Fiduciary Responsibility
Your interests come first, always. No sales quotas, no commissions—just honest advice for your goals.
Transparency
No secrets, no surprises. We’re open about fees, strategies, and performance so you’re never left in the dark.
Education & Communication
We explain every recommendation in plain English and keep you in the loop. If you have a question, we want to hear it.
Empathy & Trust
We listen, learn what matters to you, and tailor every plan to your life—not someone else’s.
Long-Term Partnership
We’re here for the journey, not just the first step. From your first meeting to your last paycheck, you can count on us.
Communication is paramount to us, as is complete transparency when it comes to costs, thoughts, feelings, and expectations. For that reason, we spell out what you can expect from SWAN DFW and what we expect back from you.
Ready to Work With Us?
Whether you’re just exploring your options or ready to take the next step, we’re here to talk. Ask a question, get a second opinion, or see if our approach is right for you. There’s no pressure—just perspective.