My favorite thing about being a financial planner is all of the great people I get to work with. I always look forward to meeting with people from different backgrounds; business owners, farmers, doctors, teachers and retirees all bring unique goals and personal challenges to the conversation. After working with clients for up to 30 years, our team started our own firm, Sweeney & Michel, LLC. We've been excited to pass more modern technology on to our clients, along with below average costs and no account minimums. Our nature as fiduciaries is to stick to the CFP® principals of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In short, we a

Joseph Sweeney
Founding Partner, Partner, Certified Financial Planner™
Sweeney & Michel LLC
United States, California, Chico
About Me
Profile Information
Founding Partner, Partner, Certified Financial Planner™
Sweeney & Michel LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chico
California
United States
Sep 3, 2024
More profiles to browse
Renée Michel
Founding Partner, Financial Planner
BS
Brian Sweeney
Founder, Chief Investment Officer
Katie Junk
Financial Advisor & Paraplanner
You Might Like
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST