CoverProfile

Katie Junk

Financial Advisor & Paraplanner

Sweeney & Michel LLC

United States, California, Chico

About Me

As part of the Sweeney & Michel team, Katie creates a customized client experience using efficient communication tactics, and complex problem-solving skills. Her passion is to help clients achieve their financial goals and keep them on track during their road to retirement. Katie specializes in financial planning, company retirement plans, client onboarding, and life insurance products. In the community, Katie supports non-profit organizations such as California Women in Agriculture (CWA), Cattle Women’s Association, and Farm City. Katie received a BS in Agriculture Business from Chico State University, Chico. While at Chico State she competed in Track & Field. Katie enjoys ranchi

View more

Profile Information

Financial Advisor & Paraplanner

Sweeney & Michel LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chico

California

United States

Aug 6, 2024

Work Experience

Sweeney & Michel, LLC

Financial Advisor & Paraplanner
Apr 2018 - Present
Email: katie@sweeneymichel.com

More profiles to browse

BS
Brian Sweeney
Founder, Chief Investment Officer
Profile Photo
Renée Michel
Founding Partner, Financial Planner
Profile Photo
Joseph Sweeney
Founding Partner, Partner, Certified Financial Planner™

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST