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
Katie Junk
Financial Advisor & Paraplanner
BS
Brian Sweeney
Founder, Chief Investment Officer
Renée Michel
Founding Partner, Financial Planner
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services