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Joseph Sweeney

Founding Partner, Partner, Certified Financial Planner™

Sweeney & Michel LLC

United States, California, Chico

About Me

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

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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

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