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

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management