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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

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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

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