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

Katie Junk
Financial Advisor & Paraplanner
Sweeney & Michel LLC
United States, California, Chico
About Me
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
Renée Michel
Founding Partner, Financial Planner
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